Glendora City Council
December 13, 2022

SPECIAL NOTICE

IMPORTANT PUBLIC HEALTH AND SAFETY MESSAGE REGARDING

PARTICIPATION AT CITY COUNCIL MEETINGS

CHANGES AND ADDITIONAL OPPORTUNITIES RELATING TO PUBLIC MEETINGS All Brown Act meetings are subject to COVID-19 infection protocols. As of April 1, 2022, the City Council has determined that meetings will be considered in-person public “Brown Act” meetings for City of Glendora City Council, Board(s) and Commission(s) – for the period of time that the City is allowed to hold remote meetings under the cavalcade of public health orders, an elected or appointed official will have the ability to attend virtually, if needed. Due to the fluidity in which infection protocols are set and changed by Federal, State, and County the City will utilize a more flexible approach, that allows the City to conduct public meetings of the City via teleconferencing, in person and/or hybrid meetings pursuant to AB 361, or as long as the Governors Declaration of Emergency is extended.

Ways to participate?
 In-Person;
 Virtually via Zoom Video Communications;
To participate in the meeting from the comfort of your own home or office download zoom on any phone or computer device and use the following meeting ID# cityofglendora.org/zoom or https://zoom.us/j/9329247224 Want to watch?
All our City Council meetings can be watched live through Internet Streaming at www.cityofglendora.org, and/or through Spectrum cable television Channel 3 and Verizon Channel 31.

Ways to provide public comment?
You may give public comment at the commencement of the meeting when the presiding officer calls for public comment.

Speakers are limited to three (3) minutes, speaking once, on both on- and off-agenda items. If there are public hearings scheduled, individuals will be given an additional opportunity to comment under said items. Please follow along with the meeting via www.cityofglendora.org/citymeetings, GlendoraTV cable channels, or City social media live feeds to ensure you call in at the appropriate time for your item(s). To ensure that the public is able to participate, the city is providing several methods in which the public can submit their comments:

OPTION 1: IN PERSON
Public Comments can be submitted via the Public Comment Card located in the back of the room and/or by the City Clerk desk at the front of the dais. Public Comment Cards should be submitted to the Clerk upon completion and before the closing of Public Comment or Public Hearing. When your name is called, please step to the podium and state your name before beginning your presentation.

OPTION 2: LIVE COMMENTS
Public is invited to participate via Zoom Video Communications by enter meeting ID# cityofglendora.org/zoom or https://zoom.us/j/9329247224. If you wish to address the governing board on any matter posted on the agenda or within subject matter jurisdiction should utilize one of the following protocols:

Utilizing “Raise Your Hand” Feature Utilizing “Chat” Feature Call In Step 1. Virtually “raise your hand”
using zoom,
Step 2. Wait to be called on by the City
Clerk, Step 3. Unmute your audio,
Step 4. Verbalize your comments (less
than 3 minutes)
Step 1. Utilizing “Chat” send a message to
webmaster and let them know which item(s)
you wish to comment on (aka: Public
Comment, Item #?)),
Step 2. Wait to be called on by the City Clerk,
Step 3. Unmute your audio,
Step 4. Verbalize your comments (less than 3
minutes)
Step 1. Dial (669) 900-6833,
Step 2. When prompted, enter the Meeting ID
932 924 7224. Once admitted, you will hear the
meeting live,
Step 3. At the beginning of public comment
and/or the public hearing item you wish to
comment, press Star 9 to request to speak,
Step 4. Once it is your turn, you will hear an
audio command asking you to press Star 6 to
unmute your mic.

OPTION 3: E-MAIL
Public Comments can be submitted via email to [email protected] with the subject “Public Comment – Insert Governing Body and Meeting Date”. Public Comments received will be added to the associated Agenda Packet before 5:00 p.m. each day leading up to meeting (weekends and holidays excluded). Emails received in real time and prior to the commencement of Public Comment Period or Public Hearing and not already incorporated in the agenda will be read out loud (up to 3 minutes).

OPTION 4: MAIL
Public comments may be mailed to 116 E. Foothill Boulevard, Glendora, ATTN: City Clerk’s Department-Public Comment. The City Clerk will read public comments received out loud (up to 3 minutes) into the public record if received before 5 p.m. on the date of the meeting. Otherwise, public comments will be considered late correspondence and incorporated into the meeting minute record.

If you have any questions, feel free to contact the City Clerk’s Department at (626) 914-8210.

Meeting Date: 12/13/2022 / Packet Page #: 1

CITY OF GLENDORA

CITY COUNCIL SPECIAL MEETING
AGENDA
TUESDAY, DECEMBER 13, 2022
COUNCIL CHAMBER, 116 E. FOOTHILL BOULEVARD
To participate virtually, download zoom on any phone or computer device and use the following meeting ID:
cityofglendora.org/zoom or https://zoom.us/j/9329247224

MAYOR/CHAIR
Karen K. Davis

MAYOR PRO TEM/VICE-CHAIR
Gary Boyer, District 3

COUNCIL/COMMISSIONERS
Michael Allawos
David Fredendall, District 2
Mendell Thompson, District 5

MEETING SCHEDULE
The regular meetings of the city council shall be held on the second and fourth Tuesday of each month, closed session business will commence at 6:00 p.m., when scheduled, and general business session will commence at 7:00 p.m.

BROWN ACT
Agendas are drafted to accurately state what the legislative body is being asked to consider. The legislative body can take action on “all items” listed on the agenda and be in compliance with the open meeting laws.

Pursuant to provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The governing body may direct staff to investigate and/or schedule certain matters for consideration at a future meeting.

COMMUNICATION AND ELECTRONIC DEVICES
To minimize distractions, please be sure all personal communication and electronic devices are turned off or on silent mode.

LIVE BROADCASTING AND REBROADCASTING
Regular City Council meetings are broadcast live every 2nd and 4th Tuesday of the month on City Website www.cityofglendora.org, Channel 3 (Cable) & Channel 31 (Verizon) and are replayed Thursday - Sunday the week following the meeting on Channel 3 (Cable) & Channel 31 (Verizon). All broadcasts can be viewed on Cox Communications Local Access Channel 3 and Verizon/Fios Channel 31.

City Council meetings are also available via live webcast and at any time for replaying through the City's webpage at
cityofglendora.org/citymeetings.

Meeting Date: 12/13/2022 / Packet Page #: 2

CITY OF GLENDORA

NOTICE AND CALL
OF A

CITY COUNCIL SPECIAL MEETING
TUESDAY, DECEMBER 13, 2022
COUNCIL CHAMBER, 116 E. FOOTHILL BOULEVARD
4:00 PM

TO THE MEMBERS OF THE CITY COUNCIL OF THE CITY OF GLENDORA AND TO THE CITY CLERK:

NOTICE IS HEREBY GIVEN that the City Council will conduct a special meeting at 4:00 PM on Tuesday, December 13, 2022, Council Chamber, 116 E. Foothill Boulevard.

NOTICE IS FURTHER GIVEN that to participate virtually, download zoom on any phone or computer device and use the following meeting ID: cityofglendora.org/zoom or https://zoom.us/j/9329247224.

The purpose of said special meeting is as follows:

CLOSED SESSION
The regular meetings of the city council shall be held on the second and fourth Tuesday of each month, closed session business will commence at 6:00 p.m., when scheduled, and general business session will commence at 7:00 p.m. Closed Session discussions authorized by state law and allow the legislative body to consider/hear any matter which it is authorized by state law to hear or consider in closed session.

1. CONFERENCE WITH LABOR NEGOTIATORS A closed session will be held, pursuant to Government Code §54957.6 to conduct labor negotiations.

City Negotiators: City Manager Raymond, City Attorney Wynder, Administrative Services Director Ricci, and Assistant City Manager Lopez
Employee Organization: American Federation of State, County & Municipal Employees (AFSCME); Glendora Management Association (GMA), and Unrepresented Employees (Executive Management Team: City Manager, Assistant City Manager, Chief of Police, Library Director, Public Works Director, Community Development Director, Information Technology Director, Administrative Services Director, Community Services Director, and City Clerk/Communications Director

2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS A closed session will be held, pursuant to Government Code §54956.8, enable the City Council and Housing Authority to consider negotiations with:

I. Paul Rodriguez, with whom City is negotiating, and to give direction to its negotiator(s) Adam Raymond, Moises Lopez, Jeff Kugel, and Valerie Velasquez regarding that certain real property 1762 Dale Road, APN 8631-013-023. The City’s real property negotiator will seek direction from the City Council regarding the price and terms of payment for the property;
Meeting Date: 12/13/2022 / Packet Page #: 3
II. Thomas R. McGhuey, Trustee of the Thomas R. McGhuey Trust, with whom City is negotiating, and to give direction to its negotiator(s) Adam Raymond, Moises Lopez, Jeff Kugel, and Valerie Velasquez regarding certain real property APN 8644-014-036. The City’s real property negotiator will seek direction from the City Council regarding the price and terms of payment for the property; and III. City of Glendora, property owner, to receive information from negotiator(s) Adam Raymond, Moises Lopez, Jeff Kugel, and Valerie Velasquez regarding certain real properties APN 8655-007-900, APN 8655-007-901, APN 8655-007-902, and APN 8655-021-900. The City’s real property negotiator will seek direction from the City Council regarding the disposition of the property.

UNFINISHED BUSINESS

3. Council Chamber Interior Upgrades and Expansion Project Update (Strategic Plan Item 48- IMCIF)
CITY RECOMMENDATION: 1. Receive, discuss and provide direction how to proceed with the Council Chamber Interior Upgrade and Expansion Project.

4. Award a three-year contract to Tyler Technologies, Inc. for Enterprise Resource Planning (ERP) System and Energov Land Management Software in the amount of $2,519,649 (Strategic Plan Item 32-EMO, 59-EMO & 60-EMO)
CITY/AGENCY/AUTHORITY RECOMMENDATION: 1. Award a three-year contract in the amount not to exceed $2,519,649 to Tyler Technologies Inc.; 2. Approve a 20% contingency for the implementation services in the amount of $235,012; and, 3. Authorize the City Manager or his designee to execute the agreement and other related documents including minimal and/or non-substantive changes.

5. Award a Design-Build Services Agreement to OHNO Construction Company for the Design and Construction of the Louie Pompei Memorial Sports Park Artificial Turf Conversion Project Over a One Year Period in the Total Amount of $5,100,000 (Strategic Plan Item 48-IMCIF)
CITY RECOMMENDATION: 1. Award a Design-Build Services Agreement with Ohno Construction Company in the amount of $5,100,000 for the design and construction of artificial turf on fields # 1, 2, 4, and 5 at Louie Pompei Memorial Sports Park; 2. Authorize the City Manager or his designee to execute the agreement including minimal and/or nonsubstantive changes; 3. Authorize an additional appropriation from Fund 530 Water Fund Reserves to the project budget in the amount of $100,000; and, 4. Adopt a CEQA Notice of Exemption.

6. South Hills Wilderness Area Bike Park and Trails Design Project (Strategic Plan 9-IFSS) CITY RECOMMENDATION: 1. Receive and provide staff direction, if necessary.

NEW BUSINESS

7. Consideration of a Resolution approving acquisition of real property identified with Assessor Parcel Number (APN) 8644-014-036, located in the South Hills in the City of Glendora and authorizing the appropriation of $440,000 from the Water Fund Meeting Date: 12/13/2022 / Packet Page #: 4
CITY RECOMMENDATION: 1. Adopt a City Council Resolution entitled, "A

RESOLUTION OF THE CITY COUNCIL APPROVING AND AUTHORIZING THE

EXECUTION OF AN AGREEMENT FOR ACQUISITION OF UNIMPROVED REAL

PROPERTY LOCATED IN THE CITY OF GLENDORA, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, ASSESSOR PARCEL NUMBER 8644-014-036 FROM THOMAS R. MCGHUEY, TRUSTEE OF THE 1999 THOMAS R. MCGHUEY TRUST;”

2. Authorize the City Manager to execute the documents necessary to complete the acquisition of the property identified as APN 8644-014-036; and, 3. Appropriate $440,000 from the Water Fund to pay for acquisition cost of $400,000 plus all closing costs.

8. Consideration of a Resolution Declaring Certain Real Property as Surplus Land (APN:
8655-007-900, 8655-007-901, 8655-007-902 and 8655-021-900) CITY RECOMMENDATION: 1. Adopt a City Council Resolution entitled, "A

RESOLUTION OF THE CITY COUNCIL DECLARING PURSUANT TO
GOVERNMENT CODE SECTION 54221 THAT REAL PROPERTY OWNED BY THE CITY IDENTIFIED BY ASSESSOR PARCEL NUMBERS (APN) 8655-007-900, 8655- 007-901, 8655-007-902, AND 8655-021-900 IS NON-EXEMPT SURPLUS LAND AND

NOT NECESSARY FOR THE CITY'S USE, TAKING RELATED ACTIONS, AND

AUTHORIZING STAFF TO PROCEED TO DISPOSE OF THE PROPERTY PURSUANT TO THE SURPLUS LAND ACT."
NOTICE IS FURTHER GIVEN that the public will be given the opportunity to speak only on those matters listed in this notice. Public Comment will be announced once at the commencement of this special meeting and can be given in-person, submit via email at [email protected] with the subject “Public Comment” or via mail and mailed to 116 E. Foothill Boulevard, Glendora, ATTN: City Clerk’s Department-Public Comment.

NO OTHER BUSINESS WILL BE DISCUSSED
Kathleen R. Sessman, MMC
City Clerk/Communications Director
I, certify that I caused the Notice and Call of a Special Meeting of the City Council to be held Tuesday, December 13, 2022, at 4:00 PM, in the Council Chamber, 116 E. Foothill Boulevard, Glendora, to be delivered electronically or hardcopy to each member of the City Council, emailed to the San Gabriel Valley Examiner, and that I posted said notice on the posting board as required by law.

Certification Date: December 8, 2022
Kathleen R. Sessman, MMC
City Clerk/Communications Director
Meeting Date: 12/13/2022 / Packet Page #: 5

NOTICE TO THE PUBLIC
The City Council adopted new rules relating to the conduct of public meetings, proceedings, and business in the City of Glendora on February 9, 2021 (Resolution CC 2021-02) and go into effect on April 1, 2021.

LIVE BROADCASTING AND REBROADCASTING
Regular City Council meetings are broadcast live every 2nd and 4th Tuesday of the month on City Website www.cityofglendora.org, Channel 3 (Cable) & Channel 31 (Verizon) and are replayed Thursday - Sunday the week following the meeting on Channel 3 (Cable) & Channel 31 (Verizon). All broadcasts can be viewed on Spectrum Local Access Channel 3 and Verizon/Fios Channel 31. City Council meetings are also available via live webcast and at any time for replaying through the City's webpage at cityofglendora.org/citymeetings. For more information, please contact the City Clerk’s office at (626) 914-8210.

MEETING SCHEDULE
Regular meetings of the City Council are held on the second and fourth Tuesday of each month, closed session business will commence at 6:00 p.m., when scheduled, and general business session will commence at 7:00 p.m. Agendas are available at the following locations:
• City Clerk's Office • Glendora Public Library Government Kiosk and Bulletin Board • Crowther Teen and Family Center Bulletin Board • City's web page at cityofglendora.org/citymeetings

PUBLIC COMMENT/PARTICIPATION
Any person may request to address a legislative body during a public meeting by submitting to the City Clerk a Speakers Request form and stating the topic to be addressed. Speakers Request forms shall be available at the Council Chambers throughout the council meeting.

Speakers are limited to three (3) minutes, speaking once, on both on- and off- agenda items, unless, upon motion, such time is extended by the legislative body. Such statements shall only be allowed during the Public Comment portion of the agenda. If there are any public hearings scheduled, individuals will be given an additional opportunity to comment under said items. Speakers are not permitted to yield their time to another speaker. Public comment is limited to 30 minutes at each meeting, with the ability to extend if the legislative body so chooses by majority vote.

To ensure that the public is able to participate, the City may provide a variety of ways in which the public can submit their comment:
in person, virtually, email, phone call, mail and any other method which may become available. Methods of participation may be subject to change during other such times when a State of Emergency, Health Order or State Executive Order limits in-person participation.

CURFEW
In the absence of a motion duly adopted by majority vote of the City Council, the Presiding Officer may adjourn City Council meetings at 10:30 p.m. or as soon thereafter as is reasonably practicable. This means that under normal circumstance, the City Council will complete action on whatever agenda item is being discussed/debated at 10:30 p.m. after which the Presiding Officer shall adjourn the regularly scheduled meeting to a time certain at which time the meeting shall be reconvened as an Adjourned Regular Meeting of the City Council and action upon the published agenda continue.

STAFF REPORTS
As a general rule, staff reports, or other written documentation are prepared/organized with respect to each item of business listed on the agenda. Meeting agendas and staff reports are available at least 72 hours prior to the scheduled City Council meeting for public inspection at Glendora City Hall, via public kiosks located in the City Clerk’s office and at the Glendora Public Library during regular business hours, and on the City’s website at cityofglendora.org/citymeetings. In addition, meetings can be viewed live at the time posted on the agenda and related staff reports can be opened and viewed simultaneously along with the streaming of the meeting at cityofglendora.org/citymeetings.

SUPPLEMENTAL MATERIAL RECEIVED AFTER THE POSTING OF THE AGENDA Any supplemental writings or documents distributed to a majority of the City Council regarding any item on this agenda after the posting of the agenda will be available for public review in the City Clerk''s Office, 116 E. Foothill Boulevard, Glendora, California, during normal business hours. In addition, such writings or documents will be made available for public review at the respective public meeting and via the City’s website at cityofglendora.org/citymeetings.

SUBMITTAL OF INFORMATION BY MEMBERS OF THE PUBLIC FOR DISSEMINATION MEETINGS Any member of the public who desires to submit documentation in hard copy form may do so prior to the meeting by emailing their comments and/or information to [email protected]. This information will be disseminated.

CITY SERVICES TO FACILITATE ACCESS TO PUBLIC MEETINGS
It is the intention of the City of Glendora to comply with the Americans With Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, you will need special assistance beyond what is normally provided, the City of Irvine will attempt to accommodate you in every reasonable manner. Please contact the City Clerk's Office at (626) 914-8210 no later than 72 hours prior to the meeting. (28 CFR 34.102.104 ADA TITLE II).

Assisted listening devices are available at the meeting for individuals with hearing impairments. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. (28 CFR 35. 102-35. 104 ADA Title II) For further information, please contact the office of the City Clerk at (626) 914-8210, or via e-mail at [email protected].

Meeting Date: 12/13/2022 / Packet Page #: 6

STAFF REPORT
TO: MAYOR AND COUNCIL MEMBERS DATE: DECEMBER 13, 2022
FROM: PUBLIC WORKS DISTRICT(S): 3
SUBJECT: COUNCIL CHAMBER INTERIOR UPGRADE AND EXPANSION PROJECT UPDATE (STRATEGIC PLAN ITEM 48-IMCIF)

RECOMMENDATION
That the City Council:

1. Receive, discuss and provide direction how to proceed with the Council Chamber Interior Upgrade and Expansion Project

EXECUTIVE SUMMARY
The present City Council Chamber is located at the southwest corner of Foothill Boulevard and Vista Bonita Avenue. The structure housing the Council Chamber was constructed in 1956 to serve as City’s Library and was an extension to City Hall on the east side. In 1972, the Glendora Public Library moved to the new building located at Glendora Avenue, south of the City Hall. At the same time, the Council Chamber was moved from the second floor of City Hall to the area vacated by the Library.

Glendora’s Adopted Fiscal Year (FY) 2021/23 Two-Year Budget Capital Improvement Program (CIP) included a project to modernize the Council Chambers to meet present-day functional demands. In October 2021, the City Council approved the Expenditure Plan for the American Rescue Plan Act (ARPA) which allocated $525,063 for the Council Chambers renovation and upgrades.

In May 2022, a Request for Proposal was issued to develop design plans for Council Chamber upgrades, as well as to consider potentially expanding the space. In August 2022, an agreement was awarded to Onyx, Inc. for $42,350 to provide conceptual design layouts. In October 2022, the contract was extended to prepare a preliminary total project cost estimate based on conceptual plans at an extra fee of $7,633.

After review and revision, the estimated total cost to finalize the project based on the conceptual design plans would be in the range of $2,605,822 - $3,601,540; three different conceptual layouts were considered. The estimated cost includes finalizing the architectural design, preparing construction drawings including seismic structural retrofit, upgrading to current functional needs, new restroom facilities for compliance with the latest Building Code, new Audio-Visual system and new furniture. The proposed expansion would provide for a larger chamber, new conference room, more restroom facilities, patio area for larger meetings, and additional back office and storage areas.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
The Fiscal Year (FY) 2021/23 Two-Year Budget was adopted at the June 22, 2021 City Council Meeting, and the CIP included the City Council Interior Upgrades and Expansion Project. In October 2021, the City Council approved the Expenditure Plan for the American Rescue Plan Act (ARPA) which allocated $525,063 for the City Council Chambers renovation and upgrades.

DISCUSSION
The City Council Chamber is located at the southwest corner of Foothill Boulevard and Vista Bonita Avenue. In 1956, the structure housing the Council Chamber was constructed as an extension to City Hall Item #3. Page 1
Meeting Date: 12/13/2022 / Packet Page #: 7
Staff Report Page 2 of 4
to serve as City’s public library. Though City Hall is classified as a historical building, extensions done in the 1930s and 1950s are not classified as historical. In 1972, the Glendora Public Library moved to the building it now occupies (to the south of City Hall). The Council Chamber was moved from the second floor of City Hall to the vacated structure; the Council Chamber was located on the second floor of City Hall where the City Manager offices are currently.

The Council Chamber is used to host meetings for the city council, boards and commissions, and other events. The Council Chamber totals approximately 1,045 square feet and has a total capacity of 89 occupants. There are two separate restrooms to the westerly side, connecting through an inside corridor.

Restrooms are accessed by the public by walking through the Chamber or through the Community Services Department office area, neither of which are easily accessible.

The Council Chamber Interior Upgrade and Expansion Project will expand the chamber public assembly area, add a conference room for closed session convenings, and provide ADA compliant restrooms which would be more easily assessable to the public. Upgrades will include the installation of a modern audiovideo system, increasing functionality related to messaging, transcriptions, ADA-compliance and public interaction for both council members and public during in-person and virtual meetings. Other upgrades include new security system with panic buttons and shock proof exterior doors, new acoustical flooring and sidings to minimize the disturbance during meetings, and new furniture including a dais large enough to accommodate ten seats (for potential future joint meetings). The proposed upgrade and expansion will re-configure the storage area, utility rooms and create a back-office area to support proceedings. In addition, the building will be structurally evaluated for seismic retrofit as required by applicable building codes.

To accommodate completion of the Council Interior Upgrade and Expansion Project, the Community Services Department offices will be relocated to another city owned facility located on Dalton Avenue. The new location of Community Services Department will be in the vicinity of La Fetra Senior Center, Finkbiner Park, American Legion Building, Glendora Youth Center, Scout Hut and Liberty House (pre-school facility).

In May 2022, a Request for Proposals was issued to develop design plans for the Council Chamber Upgrades and Expansion project. In June 2022, the City received proposals from two architectural firms.

Both architectural firms were invited to make a presentation to city staff for their understanding of the project. Based on the presentation and interview, Onyx, Inc. of Pasadena was selected. An agreement was awarded to Onyx, Inc. for $42,350 to develop conceptual design layouts. In October 2022, the contract was extended ($7,633) to prepare preliminary total project cost estimates based on conceptual plans.

Staff worked closely with the Architect to develop three conceptual layouts for the Council Chamber Interior upgrades and Expansion (Attachment A). The proposed expansion would be achieved by combining the current Community Services Department office area with the chamber area. For Options “B” and “C,” the existing chamber is further expanded by extending the easterly wall by 15 feet (towards Vista Bonita Avenue). Lastly, a covered patio would be added adjacent to the northerly wall (facing Foothill Boulevard) to serve as an extended seating area for large public meetings.

Restrooms would be accessed directly from the outside portico through the lobby without entering the Council Chambers. This will would allow making the restroom facility available to the public for the events happening around the City Hall, beyond City Council, Board or Commission meetings.

Onyx, Inc hired the services of a professional cost estimating firm to develop construction costs based on conceptual plans (Attachment B). Anticipated cost estimates including design and construction costs are developed for different conceptual layouts. The cost estimates include final design fees, construction cost, system upgrades, and construction support costs.

Item #3. Page 2
Meeting Date: 12/13/2022 / Packet Page #: 8
Staff Report Page 3 of 4
DESCRIPTION OPTION “1” OPTION “2” OPTION “3”
Construction Cost $1,802,565.00 $2,502,623.00 $2,635,036.00 Audio-Visual System $250,000.00 $250,000.00 $250,000.00 Security System $25,000.00 $25,000.00 $25,000.00
Cable/Data/Telephone $55,000.00 $55,000.00 $55,000.00
Subtotal $2,132,565.00 $2,832,623.00 $2,965,036.00
Construction Contingency 10% $213,256.50 $283,262.30 $296,503.60 Total Construction Cost (A) $2,345,821.50 $3,115,885.30 $3,261,539.60 Final Design Fee – Onyx, Inc. (B) $210,000.00 $275,000.00 $290,000.00 Construction Support
Third Party Inspections $15,000.00 $15,000.00 $15,000.00 Project Management $35,000.00 $35,000.00 $35,000.00
Total Construction Support (C)
Total Project Cost (A+B+C) $2,605,821.50 $3,440,885.30 $3,601,539.60 Tonight, three different conceptual layouts are presented to the Council for consideration and final selection. The prominent features of presented conceptual layouts are summarized in the table below.

AREA AND CAPACITY
Existing OPTION “1” OPTION “2” OPTION “3”
Building Area, SF 2,485 2,485 3,085 3,085
Chamber Area, SF 1,045 1,433 1,582 1,728
Patio Area, SF N/A 354 560 530
Additional Area, SF N/A N/A 600 600
Occupancy
Chamber 89 209 194 220
Patio N/A 51 80 75
Public Seating
Chamber 63 90 90 112
Patio N/A 36 53 54
Estimated Project Cost $2,605,822 $3,440,885 $3,601,540 At this time, staff is recommending the City Council provide direction on how to proceed, including potentially procuring final designs, and fund appropriations for construction of the preferred option.

The following scenarios are options for the City Council to consider as part of its discussion:

1. Select the layout for Interior Upgrades and Expansion from Options A, B or C.

2. Based on direction, proceed with the final design and award the design contract.

3. Identify the additional city funds to proceed with the construction of this project.

4. Reduce the scale and scope of the project based on currently available funding.

5. Delay/reprogram the project to a future time.

6. Not proceed with the project.

Item #3. Page 3
Meeting Date: 12/13/2022 / Packet Page #: 9
Staff Report Page 4 of 4

FISCAL IMPACT
Based on City Council direction, if the project is to move forward, there are enough funds to initiate the final design. Funding for construction costs will be identified during the upcoming two Year budget process.

ENVIRONMENTAL DETERMINATION
This activity is not a “project” as defined by Section 21065 of the Public Resources Code or Section 15060 or Section 15378 of Title 14, Chapter 3 of the California Code of Regulations under Guidelines for Implementation of the California Environmental Quality Act (CEQA).

Prepared By Maliha Ansari, Principal Civil Engineer
Concurs With Not Applicable, Not Applicable
Reviewed By Michael Sledd, Assistant Director Public Works Certified to Availability of Funds Marie Ricci, Administrative Services Director/City Treasurer Approved By Adam Raymond, City Manager
Legal Review William W. Wynder, City Attorney
CEQA Review Not Applicable
ATTACHMENTS:

A. Conceptual Plan Layouts
B. Conceptual Cost Estimate
C. Presentation
Item #3. Page 4
Meeting Date: 12/13/2022 / Packet Page #: 10

CITY HALL

COUNCIL CHAMBERS

BUILDING

SOUTH VISTA BONITA AVENUE

SIDE WALK
(E) ROOF RIDGE LINE
21'- 2 3/8"
60' - 4"
18' - 6 1/8" 41' - 9 7/8"

FOOTHILL BOULEVARD

SIDE WALK
AREA

NOT IN SCOPE

CITY HALL

NOT IN SCOPE

7.1%
A-300.0
2 A-300.0
A-300.0
1 3
(E) CITY HALL

NOT IN SCOPE
[No Slope]

LANDSCAPE

LANDSCAPE

LANDSCAPE

LANDSCAPELANDSCAPE

LANDSCAPE
(E) LANDSCAPE
DN

SIDE WALK
PLAZA

PARKING LOT

AREA NOT IN SCOPE

SCOPE OF WORK

SCOPE OF WORK
39' - 4"
(E) BUILDING BELOW
(E) ROOF VENT
(E) ROOF VENT
(E) ROOF VENT(E) ROOF VENT
(E) BUILDING BELOW
(E) ROOF VENTS
PLAZA

LANDSCAPE LANDSCAPE

MOUMENT SIGN

MAIN SIDE
ENTRY
STREET
FRONT
ENTRY

EMPLOYEE

SIDE ENTRY

SCOPE OF WORK
(E) ADA PARKING

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:55:22 AMSITE / CONTEXT PLAN / EXISTING A-000.0

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
1/8" = 1'-0"
1 SITE PLAN (EXISTING) N
0' 4' 8' 16' 32'
NO. DESCRIPTION DATE
SCHEMATIC DESIGN REVIEW 09/15/2022SCHEMATIC DESIGNREVISION 2 10/14/2022
Item #3. Page 5
Meeting Date: 12/13/2022 / Packet Page #: 11

CITY HALL

COUNCIL CHAMBERS

SOUTH VISTA BONITA AVENUE

SIDE WALK
(E) ROOF RIDGE LINE
21'- 2 3/8"
(E) ROOF (N) ROOF

FOOTHILL BOULEVARD

SIDE WALK
AREA

NOT IN SCOPE

CITY HALL

NOT IN SCOPE

7.1%
(E) CITY HALL

NOT IN SCOPE
[No Slope]

LANDSCAPE LANDSCAPE

LANDSCAPE

LANDSCAPELANDSCAPE

LANDSCAPE
(E) LANDSCAPE
DN

SIDE WALK
PLAZA

PARKING LOT

AREA NOT IN SCOPE

SCOPE OF WORK

SCOPE OF WORK
(N) ROOF (E) ROOF
(E) BUILDING BELOW
(E) ROOF VENT
(E) ROOF VENT
(E) ROOF VENT(E) ROOF VENT
(E) BUILDING BELOW
(E) ROOF VENTS
PLAZA

LANDSCAPE LANDSCAPE

MOUMENT SIGN

MAIN SIDE
ENTRY
STREET
FRONT
ENTRY

EMPLOYEE

SIDE ENTRY

RELOCATEDBUILDING ELEMENT,PLAQUES

RLOCATEDBUILDINGELEMENT,ASHTRAY

RELOCATED BUILDINGELEMENT,PLAQUE
(N) PLANTER
(N) PLANTER
(N) SEAT WALL
(N) SEAT WALL
(N) SEAT WALL (N) SEAT WALL
(E) PLANTER
DN

7.3% (N) PLANTER
(E) ROOF
(E) ROOF (E) ROOF DN
(E) ADA PARKING

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:55:49 AMSITE / CONTEXT PLAN / OPTION A A-000.5

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
NO. DESCRIPTION DATE
SCHEMATIC DESIGNREVISION 2
10/14/2022
1/8" = 1'-0"
1 SITE PLAN (OPTION A)
N
0' 2' 4' 8' 16'
Item #3. Page 6
Meeting Date: 12/13/2022 / Packet Page #: 12

CITY HALL

COUNCIL CHAMBERS

SOUTH VISTA BONITA AVENUE

SIDE WALK
(E) ROOF RIDGE LINE

FOOTHILL BOULEVARD

SIDE WALK
AREA

NOT IN SCOPE

CITY HALL

NOT IN SCOPE
(E) CITY HALL

NOT IN SCOPE

LANDSCAPE LANDSCAPE

LANDSCAPE

LANDSCAPELANDSCAPE

LANDSCAPE
DN

SIDE WALK
PLAZA

PARKING LOT

AREA NOT IN SCOPE

SCOPE OF WORK

SCOPE OF WORK
(E) BUILDING BELOW
(E) ROOF VENT
(E) ROOF VENT
(E) ROOF VENT(E) ROOF VENT

BUILDING BELOW
(E) ROOF VENTS
PLAZA

LANDSCAPE LANDSCAPE

MOUMENT SIGN

EMPLOYEE

SIDE ENTRY

MAIN SIDE
ENTRY

RELOCATEDBUILDING ELEMENT,PLAQUES

RLOCATEDBUILDINGELEMENT,ASHTRAY

RELOCATED BUILDINGELEMENT,PLAQUE
(N) PLANTER
(N) PLANTER(N) TRELLIS
(N) SEAT WALL
(E) PLANTER
DN

7.3%
(N) PLANTER
(E) ROOF (N) ROOF
(E) ROOF (N) ROOF (E) ROOF (N) ROOF
(E) ROOF (E) ROOF
DN
(N) MIRROR OR SIGN FORPEDESTRIAN CIRCULATION VS AUTOMOBILE CIRCULATION(N) PEDESTRIANCIRCULATION ASPHALTSTRIPING AND RESURFACINGAT <2% MAXIMUM SLOPING INALL DIRECTIONS ADA

PARKING
ADA

STRIPING
(N) ADA PATH STRIPINGAT <2% SLOPING IN ALL DIRECTIONS.
(N) RAMP

RE-STRIPED ADAPARKING STALL AND REQUIRED UNLOADING AREA RE-SURFACE DRIVEWAY CURB TOALLOW APPROPRIATE PEDESTRIAN PATH OFTRAVEL.

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:56:13 AMSITE / CONTEXT PLAN / OPTION B A-000.6

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
1/8" = 1'-0"
1 SITE PLAN (OPTION B)
NO. DESCRIPTION DATE
SCHEMATIC DESIGNREVISION 1
09/28/2022
SCHEMATIC DESIGNREVISION 2
10/14/2022
N
0' 2' 4' 8' 16'
Item #3. Page 7
Meeting Date: 12/13/2022 / Packet Page #: 13

CITY HALL

COUNCIL CHAMBERS

SOUTH VISTA BONITA AVENUE

SIDE WALK
(E) ROOF RIDGE LINE

SIDE WALK
AREA

NOT IN SCOPE

CITY HALL

NOT IN SCOPE
(E) CITY HALL

NOT IN SCOPE

LANDSCAPE

LANDSCAPE

LANDSCAPELANDSCAPE
(E) LANDSCAPE

SIDE WALK
PLAZA

PARKING LOT

AREA NOT IN SCOPE

SCOPE OF WORK
(E) BUILDING BELOW
(E) ROOF VENT
(E) ROOF VENT
(E) ROOF VENT(E) ROOF VENT
(E) BUILDING BELOW
(E) ROOF VENTS
PLAZA

LANDSCAPE LANDSCAPE

MOUMENT SIGN

MAIN SIDE
ENTRY
STREET
FRONT
ENTRY

EMPLOYEE

SIDE ENTRY

SCOPE OF WORK

RELOCATEDBUILDING ELEMENT,PLAQUES

RLOCATEDBUILDINGELEMENT,ASHTRAY

RELOCATED BUILDINGELEMENT,PLAQUE
(N) PLANTER(N) SEAT WALL
DN

7.3%
(E) ROOF (E) ROOF
(N) ROOF (E) ROOF (E) ROOF (N) ROOF (E) ROOF (N) ROOF
(N) SEAT WALL

LANDSCAPE

LANDSCAPE LANDSCAPE
(N) SECURITYFENCING
(N) SECURITYFENCING(N) TRELLIS
(N) TRELLIS
DN

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:56:38 AMSITE / CONTEXT PLAN / OPTION C A-000.7

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
NO. DESCRIPTION DATE
SCHEMATIC DESIGNREVISION 2
10/14/2022
N
0' 2' 4' 8' 16'
1/8" = 1'-0"
1 SITE PLAN (OPTION C)
Item #3. Page 8
Meeting Date: 12/13/2022 / Packet Page #: 14
5 4 3 2 1
9' - 8 3/4" 10' - 0" 3' - 0"
3' - 8"

WOMAN'S

RESTROOM
MEN'S

RESTROOM

BREAK ROOM /

STORAGE ROOM
WATER
HEATER
7' - 6 3/4"

CITY COUNCIL CHAMBERS
1,045 SF
LOBBY

OFFICE AREA

ROOF LINE

ROOF LINE

ROOF RIDGE LINE

ROOF LINE

CONCRETE
PORCH
5' - 4"
60' - 4"
7' - 8" 8' - 0" 3' - 4" 8' - 0" 4' - 8"
18' - 6 1/8" 41' - 9 7/8"
10' - 8" 2' - 0"
17' - 8" 13' - 9" 13' - 9" 14' - 6" 16' - 9 3/8"
7" 8' - 8 1/8" 7"

7.1 LE-300.0 A
2 A-300.0
A-300.0
1 3
C
B
A
1 A-400.0
3 A-400.0
4 A-400.0

7.4%

7.2%
199' - 10"
199' - 11"
199' - 10"
198' - 7"
DN
DN
2 A-400.0

LANDSCAPE

LANDSCAPE

LANDSCAPE

LANDSCAPE

RAMP DOWN

RAMP DOWN

RAMP DOWN
[No Slope]
-10"
-5"
-6"
-12"
9' - 10 1/4" 3' - 4"

WATERFOUNTAIN
5' - 0"
(E) LANDSCAPE

BUILDING ELEMENT,PLAQUES

BUILDINGELEMENT,ASHTRAY
5' - 7 1/4"
5' - 2 1/4"
21' - 3"
3' - 7"
3' - 1"
2' - 1 5/8"

BUILDING ELEMENT,PLAQUE
13' - 6 1/8" 3' - 6 7/8"
4' - 0 1/4" 4' - 0"
4' - 2 1/4"

GUTTER GUTTER GUTTER WATER METER
GUTTER
GUTTER

BACK OF HOUSE

OFFICES

PANEL DOOR,STORAGE CLOSET WITH CONDUITS

DESKS AND CHAIRS
5' - 4"
+/- 27' - 1 3/8" (IN-FIELD +/- 26'-5")
38' - 8" (IN-FIELD +/- 38'-2")
2' - 11"
1' - 2"
40' - 0"
4' - 8" WINDOW
(STOREFRONT)
2' - 4"4
(STOREFRONT)
' - 8" WINDOW3' - 4"3' - 0"3' - 4"4
(STOREFRONT)
' - 8" WINDOW2' - 4"4
(STOREFRONT)
' - 8" WINDOW2' - 9"
14' - 7" (14'-6" DWGS)9' - 8" 14' - 5" (14'-6" DWGS)
17' - 8" 13' - 9" 13' - 9" 14' - 6"
8' - 0" 3' - 4" 8' - 0" 4' - 8"
3' - 2" 7' - 3 1/2" 7' - 10"
5' - 0"
ELEC.

SYST.
5' - 3"
7' - 3"
12' - 10 1/2" 13' - 8 1/4" VIF
(E) PLAZA
1' - 7"ATTIC
LADDER
10' - 3" 14' - 7" 3' - 0" 3' - 3"
19' - 3"
11 1/4" 4' - 0" 1' - 2 1/2" 3' - 0" 4"
8' - 5"
2' - 0"
1' - 6"
2' - 6"
1' - 4"
3' - 0"
3" 3' - 0" 2' - 0"
A A
B B
1' - 6 1/2"
1' - 3"
1' - 6 1/2"
9' - 5 3/4"
5'- 11 3/4" 9' - 1"
1' - 6"
(3'-8")IN-FIELD
3' - 5 7/8"
12'- 3 1/2"
6' - 4 3/4" 3' - 3" 4 1/4"
6' - 0" COUNTERTOP
1' - 5 3/4"
4' - 10 1/8" (6') 6' - 3" 2' - 5"
10' - 3"
2' - 6" 10"
13' - 6 1/8" (IN-FIELD +/- 12'-8")
1' - 6 5/8" (1'-1") IN-FIELD
7' - 8 1/2" VIF
3' - 0" 7' - 0 1/4" 3' - 0" 4' - 0"
7' - 8 1/2" VIF5' - 7"
7' - 3"

OFFICE AREA

AREA NOT

IN SCOPE

AREA NOT

IN SCOPE
1' - 7"
21' - 7 1/4"
20' - 0" 20' - 0" 1' - 6" 1' - 6"
3-IN
11' - 11 1/2"

WATERFOUNTAIN

BUILT-INCABINET
13' - 8 1/4"
10' - 6 1/4" 2' - 6" 8"
20' - 7" 6' - 0" 1' - 1" 8" 5" 3' - 0" 10' - 7 3/4" 200' - 6" VIF 199' - 11" 199' - 11" B B

RAISED COUNCIL MEMBER STAGE

ROLL-UP SECURITYDOOR

PANEL DOOR
5' - 5 1/8"
6' - 11 1/2" 7' - 5"

2.2%
2%
URINAL REF 7' - 0" SHLEVING

COUNTERTOP

COUNTERTOP
DISPLAY CASE, TYP.

DISPLAY CASE, TYP.

DISPLAY CASE, TYP.

DISPLAY CASE, TYP.

STOREFRONTWINDOWS
11' - 8"
29' - 0" (28'-8" AS-BUILTS)
18'- 3 5/8"
BB
A.8

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:56:49 AMLEVEL 1 / FLOOR PLAN / EXISTING A-100.0

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
1/4" = 1'-0"
1 LEVEL 1 FLOOR PLAN (EXISTING)
0' 2' 4' 8' 16'
N
Existing Building Area:2,485 Square FeetExisting City Council Chamber Area:1,045 Square FeetExisting Occupancy:89 Total Occupants NO. DESCRIPTION DATE
SCHEMATIC DESIGN REVIEW 09/15/2022SCHEMATIC DESIGNREVISION 2 10/14/2022
Item #3. Page 9
Meeting Date: 12/13/2022 / Packet Page #: 15

5.5 4.5 3.5 2.5 1.5
C.5
B.5
A.5
LOBBY

ROOF LINE

ROOF LINE

ROOF RIDGE LINE

ROOF LINE
17' - 8" 13' - 9" 13' - 9" 14' - 6"

7.1%
199' - 10"
DN
DN

LANDSCAPE

RAMP DOWN
-10"
-5"
-6"
-12"
5' - 7 1/4"

GUTTER GUTTER GUTTER WATER METER
GUTTER
GUTTER
40' - 0"
17' - 8" 13' - 9" 13' - 9" 14' - 6"
(E) PLAZA
ATTIC
LADDER
AREA

NOT IN SCOPE
AREA

NOT IN SCOPE
12' - 8" 20' - 0" 20' - 0"

WATERFOUNTAIN
199' - 11"
199' - 11"
DISPLAY CASE, TYP.

DISPLAY CASE, TYP.

DISPLAY CASE, TYP.

DISPLAY CASE, TYP.

D.5
OPTION 8 DIAS CONCEPT
12 SEATS PROVIDED
SEE SK-003 AND SK-004

COUNCIL MEMBER
DIAS
SEATING AREA998 SF / 7 OCC.
(142 OCC MAX.)
90 SEATS PROVIDED
PODIUM
430 SF / FIXED SEATING
12 OCC

ACOUSTICAL

SOUNDPROOF ROOM

7.3%

RAMP DOWN
UNISEX

RESTROOM
UNISEX

RESTROOM

STORAGE
6' - 6"
UNISEX

RESTROOM
3' - 6"
12' - 3"
5' - 1 3/4" 18' - 0"
2' - 0"

DIAPERCHANGER

BACK OF HOUSE

STORAGE / OFFICE
210 SF / 150 OCC
(2 OCC MAX.)
354 SF / 7 OCC.
51 OCC MAX.
36 SEATS PROVIDED

ATTACHED PATIO

7.3%

PORTICO

LANDSCAPE

LANDSCAPE

RELOCATEDBUILDING ELEMENT,PLAQUES

RLOCATEDBUILDINGELEMENT,ASHTRAY

RELOCATED BUILDINGELEMENT,PLAQUE
(N) PLANTER
(N) PLANTER

RELOCATED WATER FOUNTAIN
(N) TRASH
(E) STRUCTURALCOLUMN
(N) SEAT WALL
(N) SEAT WALL
(N) SEAT WALL
SLOPE
< 2% VIF
(N) SEAT WALL
(E) PLANTER

RELOCATED MAIN STAIRLOCATION
SMALL

CONFERENCE /

BREAKOUT ROOM
220 SF / 15 OCC
(15 OCC MAX.
12 OCC. SEATS PROVIDED)
E
XS
I
T
N
IG
1 '
-
5 3
4 /
"
7 '
-
3 1
8 /
"
8 '
-
5 "
8 '
-
9 "

TRANSACTIONCOUNTER, TBD
A.10
178 SF / 5 OCC.
(36 OCC. MAX.)
2 '
-
7 1
2 /
"
199' - 10" 199' - 10"
DN
-10"
-5"
3' - 0"
5' - 0"
60"
54"
36"
48"
60"
54"
36"
48"
60"
54"
36"
48"

STORAGE
46 SF / 300 OCC.
(1 OCC. MAX.)
45 SF / 300 OCC.
(1 OCC. MAX.)
6 '
-
0 "
198' - 4" 200' - 6"
200' - 6"
200' - 6"
199' - 11"
200' - 6"
199' - 11"
(N) PLANTER

CITY COUNCIL CHAMBER
1,433 SF

DROPPED CEILING VAULTED CEILING
(N) COLUMN

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:57:07 AMLEVEL 1 / FLOOR PLAN / OPTION A / NEWA-100.5

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
NO. DESCRIPTION DATE
SCHEMATIC DESIGNREVISION 1
09/28/2022
SCHEMATIC DESIGNREVISION 2
10/14/2022
SCHEMATIC DESIGNREVISION 3
10/20/2022
1/4" = 1'-0"
1 LEVEL 1 FLOOR PLAN (OPTION A)
Existing Building Area:2,485 Square FeetExisting City Council Chamber Area:1,045 Square FeetExisting Occupancy:89 Total OccupantsNew Building Area:(See Existing Building Area)New City Council Chambers Area:1,125 Square FeetNew Occupancy:209 Total Occupants maximum allowed in the Chambers Building(Not including the Attached Patio)Plumbing Count:(209 Total Occupancy)(2) Men’s Water Closets(4) Woman’s Water Closets(2) Men’s Urinals(1) Men’s Lavatories(2) Woman’s Lavatories(1) Drinking Fountains(1) Service Sink Note: See Dias Concept Sketches on addtional sheets SK-001 thru SK-004 to discuss alternate Dias configurations as required.

N
0' 2' 4' 8' 16'
Item #3. Page 10
Meeting Date: 12/13/2022 / Packet Page #: 16

C-SHAPE DIAS CONCEPT

COUNCIL MEMBER DIAS
PODIUM

7.3%

RAMP DOWN

CITY COUNCIL CHAMBER
1,582 SF
ATTIC
LADDER
SEATING AREA944 SF / 7 OCC.
(135 OCC MAX.)
90 SEATS PROVIDED

WOMAN'S

RESTROOM
MEN'S

RESTROOM
DIAPER

CHANGER

OFFICE AREA

NOT IN SCOPE

OFFICEAREA

NOT IN SCOPE
638 SF / FIXED SEATING
(10 OCC. AT DIAS AREA)
10 SEATS PROVIDED
SMALL

CONFERENCE /

BREAKOUT ROOM
228 SF / 15 OCC
(16 OCC MAX.
12 OCC. SEATS PROVIDED)
5 '
-
0 "

RAILING / SLIDING GATEONLY USED WHEN DIASIS IN SESSION
199' - 10"
199' - 11"
200' - 6"
6' - 6" 6' - 6"
560 SF / 7 OCC.
80 OCC. MAX.
53 SEATS PROVIDED

ATTACHED PATIO
LOBBY

BACK OF HOUSE

STORAGE
522 SF / 150 OCC
(4 OCC MAX.)

PORTICO

WATERFOUNTAIN

ACOUSTICAL

SOUNDPROOF ROOM

ROOF LINE

LANDSCAPE

LANDSCAPE

LANDSCAPE

RELOCATEDBUILDING ELEMENT,PLAQUES

RLOCATEDBUILDINGELEMENT,ASHTRAY

RELOCATED BUILDINGELEMENT,PLAQUE
(N) PLANTER
(N) PLANTER

RELOCATED WATER FOUNTAIN
(N) TRASH
(E) STRUCTURALCOLUMN
SLOPE
< 2% VIF
(N) SEAT WALL
(E) PLANTER

RELOCATED MAIN STAIRLOCATION
199' - 10"
DN
-10"
-5"

7.3%
(N) PLANTER
139 SF / 5 OCC.
(28 OCC. MAX.)
DN
-10" -5"
199' - 11"

1.6 2.6 3.6 4.6 5.6
C.6
B.6A.6
D.6
UNISEX

RESTROOM

0.6 WATER
HEATER
MECH / ELEC.

CLOSET
200' - 6"

DIAS ON CENTER OFCHAMBER ROOM

DFLAG ISPLAY
1' - 6"
4' - 9"
60"
54"
36"
48"
60"
54"
36"
48"
HAND
DRYER 5' - 2" (5' MIN)
6 '
-
1 1
2 /
"
4 '
-
9 "
(
4 4
"
M
N
I
)

HAND DRYER

DIAPER CHANGER
1' - 6"
60"
54"
36"
48"
60"
54"
36"
48"
1' - 6" 3' - 8"
1' - 6" 1' - 6" 1' - 6" 1' - 6"
STORAGE. CLOSET /
MISC. ROOM

STORAGE CLOSET
3' - 0"

STORAGE
CLOSET
60"
54"
36"
48"
8 '
-
8 "
60"
54"
36"
48"
1' - 6"1' - 6"
60"
54"
36"
48"
1 '
-
6 "
7' - 5 3/8"
4 '
-
0 "

RAILING / GATE
6' - 0" 8' - 0 1/4" 6' - 0"
13' - 0"
7 '
-
4 "
1 7
'
-
6 "
5 '
-
4 "
1 '
-
0 "
1 '
-
0 "
1' - 0"

STORAGE
CLOSET
7 3
.
%
5 '
-
0 "
FLAG

DISPLAY
4 '
-
6 "

RAMP DOWN
53 SF / 300 OCC
(1 OCC MAX.)

OPTIONAL SHELVINGOPTIONAL SHELVING
40' - 9 1/8"
(N) COLUMN (N) COLUMN(N) 2'-6" HIGH HALF-HEIGHTCONCRETE SITE WALL WITH 3'-6"HIGH METAL FENCE ON TOP (N) TRELLIS ANDTRELLIS COLUMNS
(N) RAMP DOWN
60"
54"
36"
48"
60"
54"
36"
48"
30" x 36" DESK SPACE

AT EACH SEAT
(ALTERNATE VAULTED)
`

DROP CEILING VAULTED CEILING
(
3 '
M
N
I
)
3 '
-
6 7
8 /
"
(
3 '
M
N
I
)
4 '
-
4 3
4 /
"
M
N
I
1 '
-
8 "
1 '
-
6 "
1 '
-
6 "

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:57:30 AMLEVEL 1 / FLOOR PLAN / OPTION B / NEWA-100.6

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
NO. DESCRIPTION DATE
SCHEMATIC DESIGNREVISION 1
09/28/2022
SCHEMATIC DESIGNREVISION 2
10/14/2022
SCHEMATIC DESIGNREVISION 3
10/20/2022
1/4" = 1'-0"
1 LEVEL 1 FLOOR PLAN (OPTION B)
Existing Building Area:2,485 Square FeetExisting City Council Chamber Area:1,045 Square FeetExisting Occupancy:89 Total OccupantsNew Building Area:3,085 Square FeetNew City Council Chambers Area:1,582 Square FeetNew Occupancy:194 Total Occupants maximum allowed in the Chambers Building(Not including the Attached Patio)Plumbing Count:(194 Total Occupancy)(1) Men’s Water Closets(3) Woman’s Water Closets(1) Men’s Urinals(1) Men’s Lavatories(1) Woman’s Lavatories(1) Drinking Fountains(1) Service Sink Note: See Dias Concept Sketches
on addtional sheets SK-001 thru SK-004 to discuss alternate Dias configurations as required.

N
0' 2' 4' 8' 16'
Item #3. Page 11
Meeting Date: 12/13/2022 / Packet Page #: 17

5.7 4.7 3.7 2.7 1.7
C.7
B.7
A.7
D.7

0.7 OPTION 12 DIAS CONCEPT
12 SEATS PROVIDED
SEE SK-003 AND SK-004

COUNCIL MEMBER DIAS
PODIUM

7.3%

RAMP DOWN

CITY COUNCIL CHAMBER
1,728 SF
ATTIC
LADDER

SEATING AREA
1,125 SF / 7 OCC.
(161 OCC MAX.)
112 SEATS PROVIDED

WOMEN'S

RESTROOM

DIAPER CHANGER
AREA

NOT IN SCOPE
AREA

NOT IN SCOPE
17' - 8" 13' - 9" 13' - 9" 14' - 6" 15' - 5 1/2"
603 SF / FIXED SEATS
(12 OCC. AT DIAS AREA)
12 SEATS PROVIDED

RAILING / GATERAILING / GATE
199' - 10"
199' - 11"
200' - 6"
6' - 6" 6' - 6"
530 SF / 7 OCC.
75 OCC. MAX.
54 SEATS PROVIDED

ATTACHED UNENCLOSED PATIO

PORTICO

WATER FOUNTAIN

ROOF LINE

LANDSCAPE

LANDSCAPE

LANDSCAPE

RELOCATEDBUILDINGELEMENT,PLAQUES

RLOCATEDBUILDINGELEMENT,ASHTRAY

RELOCATED BUILDINGELEMENT,PLAQUE
(N) PLANTER (N) PLANTER

RELOCATED WATER FOUNTAIN
(N) TRASH
(E) STRUCTURALCOLUMN
(N) SEAT WALL
(N) SEAT WALL
SLOPE
< 2% VIF
(N) SEAT WALL
(E) PLANTER

RELOCATED MAIN STAIRLOCATION
17' - 8" 13' - 9" 13' - 9" 14' - 6"
2 0
'-
0 "
2 0
'-
0 "
1 2
'-
8 "
4 0
'-
0 "
199' - 10"
DN
-10"
-5"

7.3%

CONFERENCE /

BREAKOUT ROOM
252 SF / 15 OCC
(17 OCC MAX.
14 OCC. SEATS PROVIDED)

ACOUSTICAL

SOUNDPROOF ROOM
5 '
-
3 "
4 '
-
0 "
6' - 2 3/4"
2' - 0"

HAND DRYER
60"
54"
36"
48"
60"
54"
36"
48"

DIAPER CHANGER
UNISEX

RESTROOM
1' - 3"
4 '
-
0 "
5' - 6"

7.3%

RAMP DOWN
11' - 6 5/8"
8' - 6 5/8"

ENTRY HALLWAY

STORAGE /

ELEC / MECH
ROOM
MEN'S

RESTROOM

DISPLAY
2 '
-
0 "
3 '
-
8 "
4' - 0"

STORAGE/
MISCELLANEOUS 4' - 0"
4' - 0"
2 '
-
0 "
2' - 0"

BACK OF HOUSE

STORAGE/

MISCELLANEOUS
2 '
-
0 "

HAND DRYER
2' - 8" 2' - 8"
4 '
-
4 3
8 /
"
2 '
-
0 "
3 '
-
1 "
3 '
-
0 "
5' - 1" 3' - 0" 3' - 0"
3 '
-
2 "
199' - 11"
133 SF / 5 OCC.
(27 OCC MAX.)
60 SF / 300 OCC.
(1 OCC MAX.)
413 SF / 300 OCC
(2 OCC MAX)

LANDSCAPE LANDSCAPE
(N) SEAT WALL
(N) SECURITYFENCING
(N) SECURITYFENCING

RAMP DOWN (N) PLANTER
DN
-10" -5"
60"
54"
36"
48"
199' - 11"
199' - 11"

DROP CEILING VAULTED CEILING

RIDGELINE
(N) COLUMN(N) 2'-6" HIGH HALF-HEIGHTCONCRETE SITE WALL WITH 3'-6"HIGH METAL FENCE ON TOP

PROJECT PHASE
2540 East Colorado Blvd. Pasadena, California 91107
v . 626.405.8001 www.onyxarchitects.com
© ONYX ARCHITECTS, INC. | PASADENA, CALIFORNIA
10/20/2022 10:57:51 AMLEVEL 1 / FLOOR PLAN / OPTION C / NEWA-100.7

COUNCIL CHAMBER UPGRADEAND EXPANSION

PROJECT
NO.P22066

GLENDORA CITY HALL

SCHEMATIC DESIGN
116 EAST FOOTHILL BLVD.GLENDORA, CA 91741
NO. DESCRIPTION DATE
SCHEMATIC DESIGNREVISION 1
09/28/2022
SCHEMATIC DESIGNREVISION 2
10/14/2022
SCHEMATIC DESIGNREVISION 3
10/20/2022
1/4" = 1'-0"
1 LEVEL 1 FLOOR PLAN (OPTION C)
New Building Area:3,085 Square FeetNew City Council Chambers Area:1,728 Square FeetNew Occupancy:220 Total Occupants maximum allowed in the Chambers Building(Not including the Attached Patio)Plumbing Count:(220 Total Occupancy)(2) Men’s Water Closets(4) Woman’s Water Closets(2) Men’s Urinals(1) Men’s Lavatories(2) Woman’s Lavatories(1) Drinking Fountains(1) Service Sink Note: See Dias Concept Sketches
on addtional sheets SK-001 thru SK-004 to discuss alternate Dias configurations as required.

N
0' 2' 4' 8' 16'
Existing Building Area:2,485 Square FeetExisting City Council Chamber Area:1,045 Square FeetExisting Occupancy:89 Total Occupants Item #3. Page 12
Meeting Date: 12/13/2022 / Packet Page #: 18
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
PROJECT ADDRESS: GLENDORA, CA DATE OF ESTIMATE: 11/8/2022 REVISION: 01
SUBJECT: CONCEPTUAL COST ESTIMATE

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL

COST SUMMARY
2,729 GSF $660.44 $1,802,565
3,417 GSF $732.40 $2,502,623

COUNCIL CHAMBER UPGRADE
& EXPANSION - OPTION "A"

COUNCIL CHAMBER UPGRADE
& EXPANSION - OPTION "B"

COUNCIL CHAMBER UPGRADE
& EXPANSION - OPTION "C"
3,408 GSF $773.12 $2,635,036

PLEASE SEE NOTES APPLICABLE TO THE ABOVE ESTIMATE ON THE NEXT PAGE PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND

EXPANSION
COST SUMMARY PAGE: 1 OF 13
Item #3. Page 13
Meeting Date: 12/13/2022 / Packet Page #: 19
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
PROJECT ADDRESS: GLENDORA, CA DATE OF ESTIMATE: 11/8/2022 REVISION: 01
SUBJECT: CONCEPTUAL COST ESTIMATE

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND

EXPANSION

ESCALATION CALCULATION
BASE MONTH Nov-22
CONSTRUCTION START MONTH Sep-23
CONSTRUCTION DURATION (MONTHS) 10
MID POINT OF CONSTRUCTION Jan-24
% ANNUAL ESCALATION 8.00%

ALLOWANCE FOR ESCALATION (TO

MIDPOINT OF CONSTRUCTION)

10.09%

SPECIAL NOTES PERTAINING TO THE ESTIMATE

SPECIFIC EXCLUSIONS
1) PROJECT MANAGEMENT FEES
2) CONSTRUCTION CONTINGENCY
3) TEMPORARY SWING FACILITIES
4) PREMIUM TIME FACTOR
5) SOIL REPORT
6) REPLACEMENT OF SITE UTILITIES
7) SEISMIC UPGRADES
8) SOFT COSTS
9) AUDIO VISUAL EQUIPMENT
10) UNDETERMINED IMPACTS DUE TO COVID-19 PANDEMIC
11) IMPACTS FROM POTENTIAL TRILLION DOLLAR FEDERAL INFRASTRUCTURE PLAN

SPECIFIC INCLUSIONS
1) PREVAILING UNION WAGE RATES IN THE AREA OF THE PROJECT 2) HAZ MAT ABATEMENT (ALLOWANCE ONLY)
3) ALLOWANCE FOR NEW FURNITURE
4) COMMENTS DISCUSSED DURING VIDEO CALL MEETING ON 11/7/22

GENERAL NOTES
1) ESTIMATE ASSUMES THAT ALL COMPONENTS WILL BE BID AS A SINGLE BID PACKAGE 2) ESTIMATE ASSUMES 8-HOUR SHIFTS DURING REGULAR WORK HOURS 3)
4)
5) ESTIMATE ASSUMES ACCESS/PARKING/STAGING SPACES ARE AVAILABLE

SPECIAL NOTE - MARKET CONDITIONS
Number of bids Percentage Differential

1............ + 25 to 50%
2-3.......... + 10 to 25%
4-5.......... + 0 to 10%
6-7.......... + 0 to - 5%
ESTIMATE ASSUMES BID COVERAGE FROM 3-4 BIDDERS
In the current market conditions for construction, our experience shows the following results on competitive bids, as a differential from ESTIMATE BASED ON CONCEPTUAL PLANS RECEIVED ON 10/10/22 COST SUMMARY PAGE: 2 OF 13
Item #3. Page 14
Meeting Date: 12/13/2022 / Packet Page #: 20
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
PROJECT ADDRESS: GLENDORA, CA DATE OF ESTIMATE: 11/8/2022 REVISION: 01
SUBJECT: CONCEPTUAL COST ESTIMATE

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND

EXPANSION
8 or more.... + 0 to -10%
Accordingly, it is extremely important to ensure that a minimum of 6-7 valid bids are received COST SUMMARY PAGE: 3 OF 13
Item #3. Page 15
Meeting Date: 12/13/2022 / Packet Page #: 21
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "A" GSF: 2,729

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

SUMMARY OF ESTIMATE
TOTAL
DIVISION 1 GENERAL REQUIREMENTS SEE BELOW
DIVISION 2 SITE WORK $266,678
DIVISION 3 CONCRETE $21,750
DIVISION 4 MASONRY $6,600
DIVISION 5 METALS $3,720
DIVISION 6 CARPENTRY $20,400
DIVISION 7 THERMAL AND MOISTURE PROTECTION N/A
DIVISION 8 DOORS AND WINDOWS $51,372
DIVISION 9 FINISHES $143,904
DIVISION 10 SPECIALTIES $9,070
DIVISION 11 EQUIPMENT N/A
DIVISION 12 FURNISHINGS $177,277
DIVISION 13 - SPECIAL CONSTRUCTION N/A
DIVISION 14 CONVEYING SYSTEM N/A
DIVISION 15 MECHANICAL $207,030
DIVISION 16 ELECTRICAL $168,043
TOTAL ESTIMATED SUBCONTRACTOR COST $1,075,843
GENERAL CONTRACTOR MARKUPS:
- CONTRACTOR'S FEE 7.5% $80,688
- GENERAL CONDITIONS + O/H 10.5% $121,436
- BOND 2.5% $31,949
SUBTOTAL $1,309,917
ESTIMATE/DESIGN CONTINGENCY 25.0% $327,479
SUBTOTAL $1,637,396

PHASING
ESTIMATED CONSTRUCTION COST W/O ESCALATION $1,637,396
ESCALATION 10.09% $165,170
ESTIMATED CONSTRUCTION COST W/ ESCALATION $1,802,565
DIVISION 1 - GENERAL REQUIREMENTS:

SEE GRAND SUMMARY

SUBTOTAL
DIVISION 2 SITEWORK
OPTION A PAGE: 4 OF 13
Item #3. Page 16
Meeting Date: 12/13/2022 / Packet Page #: 22
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "A" GSF: 2,729

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

DEMOLITION WORK
DEMO (E) LANDSCAPE 952 SF 1.25 1,190
DEMO (E) CONCRETE PAVING 350 SF 3.75 1,313
DEMO (E) CONCRETE PORCH 152 SF 5.00 760
DEMO (E) CONCRETE STEPS 20 LF 35.00 700
DEMO (E) STAIR RAILING 6 LF 55.00 330
DEMO (E) RAMP 164 SF 25.00 4,100
DEMO (E) RAMP RAILING 45 LF 55.00 2,475

EROSION CONTROL
EROSION CONTROL 1,301 SF 0.45 585

GRADING
ASSUME 24" DEEP OVEREXCAVATION BELOW

NEW HARDSCAPE (ASSUME EXISTING SOIL IS

SUITABLE FOR RE-USE)
90 CY 38.78 3,475
PAVING
NEW CONCRETE PAVING 765 SF 15.00 11,475
NEW CONCRETE RAMP 90 SF 75.00 6,750
NEW RAMP/STAIR RAILING 57 LF 275.00 15,675
NEW CONCRETE STEPS 42 LF 90.00 3,780
NEW CONCRETE CURVED SEAT WALL 52 LF 375.00 19,500

LANDSCAPE
NEW PLANTER WALL 123 LF 125.00 15,375
NEW PLANTER AREA AND IRRIGATION 446 SF 10.50 4,683
MISC. SITE IMPROVEMENTS
RELOCATE (E) ASHTRAY 1 EA 550.00 550
RELOCATE (E) PLAQUES 3 EA 1416.67 4,250
NEW TRASH CAN 1 EA 450.00 450
NEW PATIO CONCRETE SLAB 355 SF 17.50 6,213
NEW 2.5'H CMU WALL + FOOTING WITH 3.5'H

METAL FENCE ON TOP
54 LF 275.00 14,850
NEW PATIO EXTERIOR GATE 2 EA 850.00 1,700

NEW SPANISH TILE ROOF SYSTEM AND FRAMING

AT PATIO
377 SF 47.50 17,908

NEW FLOORING AT PATIO, HIGH END OUTDOOR
FINISH
355 SF 65.00 23,075

SITE UTILITIES
RELOCATE (E) DRINKING FOUNTAIN, APPROX. 6'
AWAY
1 EA 5000.00 5,000

DEMOLITION WORK
DEMO (E) INTERIOR WALL, AVG. 15'H 226 LF 35.00 7,910
DEMO (E) INTERIOR DOOR 12 EA 250.00 3,000
DEMO (E) INTERIOR DOOR 1 PR 300.00 300
DEMO (E) STORAGE CLOSET, 3.5'W X 5'H 1 EA 250.00 250
DEMO (E) SHELVING 7 LF 25.00 175
DEMO (E) BUILT IN CABINET 3 LF 250.00 750
DEMO (E) COUNTERTOP 18 LF 30.00 540

PATIO ADDITION
OPTION A PAGE: 5 OF 13
Item #3. Page 17
Meeting Date: 12/13/2022 / Packet Page #: 23
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION #"A" GSF: 2,729

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION DEMO (E) ROLL UP SECURITY DOOR, 6'W 1 EA 650.00 650
DEMO (E) REFRIGERATOR 1 EA 200.00 200
DEMO (E) CEILING 1,491 SF 5.00 7,455
DEMO (E) GLUE ON ACOUSTICAL TILE CEILING 1,120 SF 7.50 8,400 DEMO (E) FLOORING + PATCH 2,611 SF 3.50 9,139
DEMO (E) RAISED COUNCIL MEMBER STAGE 201 SF 15.00 3,015 DEMO (E) EXTERIOR WINDOW, 8'W X 5'H 2 EA 550.00 1,100
DEMO (E) CMU WALL BELOW WINDOWS, 6'W X
4'H
2 LOC 400.00 800
DEMO (E) ENTRY DOOR AND WINDOW, 8' X 10' 1 EA 2000.00 2,000 REMOVE (E) FF&E, ALLOWANCE 2,611 GSF 1.50 3,917
MISC. DEMOLITION WORK 2,611 GSF 1.00 2,611
HAZAROUS MATERIAL ABATEMENT, ALLOWANCE 2,611 GSF 8.50 22,194 LEAD PAINT ABATEMENT, ALLOWANCE 2,611 GSF 10.00 26,110
SUBTOTAL 266,678
DIVISION 3 - CONCRETE

CUT AND PATCH (E) CONCRETE SLAB FOR NEW

SEWER LINE
145 LF 150.00 21,750
SUBTOTAL 21,750
DIVISION 4 - MASONRY
INFILL (E) 8'W X 5'H WINDOW OPENING TO 6'W 2 LOC 2050.00 4,100 INFILL (E) 8'W X 10'H ENTRY OPENING TO 4'W X
5'H
1 EA 2500.00 2,500
SUBTOTAL 6,600
DIVISION 5 - METALS
NEW RAMP RAILING 24 LF 155.00 3,720
SUBTOTAL 3,720
DIVISION 6 - CARPENTRY

CMU WALLS

FINISH CARPENTRY
OPTION A PAGE: 6 OF 13
Item #3. Page 18
Meeting Date: 12/13/2022 / Packet Page #: 24
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "A" GSF: 2,729

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION NEW TRANSACTION COUNTER 6 LF 550.00 3,300

RAISED COUNCIL MEMBER STAGE (WOOD

SLEEPERS, PLYWOOD, CARPET, AND

INSULATION)
290 SF 50.00 14,500
NEW INTERIOR WOOD RAMP 40 SF 65.00 2,600
SUBTOTAL 20,400
DIVISION 7 - THERMAL AND MOISTURE PROTECTION

THIS SECTION NOT USED

SUBTOTAL
DIVISION 8 - DOORS AND WINDOWS
NEW EXTERIOR SECURITY GLASS DOORS 2 PR 13491.93 26,984
NEW EXTERIOR WINDOW 20 SF 35.00 700
NEW INTERIOR DOORS 11 EA 2012.50 22,138
NEW INTERIOR SLIDING DOORS 1 EA 1550.00 1,550
SUBTOTAL 51,372
DIVISION 9 - FINISHES
NEW INTERIOR WALLS 1,887 SF 35.00 66,045

NEW ACOUSTICAL SOUND PROOFING - CEILING
(BATT INSULATION)
220 SF 2.50 550

NEW ACOUSTICAL SOUND PROOFING - STC

RATED WALLS, PREMIUM
612 SF 18.50 11,322

NEW ACOUSTICAL SOUND PROOFING -

ACOUSTICAL PANELS
192 SF 25.00 4,800
NEW CERAMIC TILE FLOOR AT RESTROOMS 212 SF 25.00 5,300

NEW LUXURY VINYL FLOORING, COUNCIL

CHAMBERS
1,130 SF 16.01 18,091
NEW CARPET TILE FLOORING, OTHER AREAS 1,269 SF 5.75 7,297 NEW GYP BD CEILING AT RESTROOMS 212 SF 25.00 5,300

NEW CEILING, COUNCIL CHAMBERS (HIGH END

ACOUSTICAL CEILING TILE)
1,130 SF 15.00 16,950
NEW T-BAR CEILING, OTHER AREAS 1,269 SF 6.50 8,249

EXTERIOR DOORS AND WINDOWS

INTERIOR DOORS AND WINDOWS

INTERIOR WALLS

ACOUSTICAL INSULATION AND PANELS

FLOORING

CEILING
OPTION A PAGE: 7 OF 13
Item #3. Page 19
Meeting Date: 12/13/2022 / Packet Page #: 25
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "A" GSF: 2,729

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION SUBTOTAL 143,904
DIVISION 10 - SPECIALTIES
TOILET ACCESSORIES 8 FIX 1000.00 8,000
GRAB BAR 6 EA 178.25 1,070
SUBTOTAL 9,070
DIVISION 11 - EQUIPMENT

THIS SECTION NOT USED

SUBTOTAL
DIVISION 12 - FURNISHINGS
ROLLER SHADES AT WINDOWS, SOUTH WALL 48 SF 14.00 672

FABRIC COVERED ACOUSTICAL PANELS AT

SOUTH WALL
660 SF 25.00 16,500
NEW COUNCIL MEMBER DESK, 12 SEATS 1 LS 88574.85 88,575
NEW COUNCIL MEMBER CHAIRS 12 EA 650.00 7,800
NEW COUNCIL CHAMBER AND PATIO CHAIRS 126 EA 430.00 54,180 NEW GATE 2 EA 1050.00 2,100
NEW PODIUM 1 EA 1200.00 1,200
NEW RAILING 7 LF 250.00 1,750
NEW CONFERENCE TABLE 1 EA 1500.00 1,500
NEW CONFERENCE CHAIRS 12 EA 250.00 3,000
SUBTOTAL 177,277
DIVISION 13 - SPECIAL CONSTRUCTION

THIS SECTION NOT USED

SUBTOTAL
DIVISION 14 - CONVEYING SYSTEM

THIS SECTION NOT USED

SUBTOTAL
DIVISION 15 - MECHANICAL

NEW FURNITURE, ALLOWANCE ONLY

FIRE SPRINKLER SYSTEM
OPTION A PAGE: 8 OF 13
Item #3. Page 20
Meeting Date: 12/13/2022 / Packet Page #: 26
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "A" GSF: 2,729

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION REPLACE (E) FIRE SPRINKLER SYSTEM 2,729 GSF 10.00 27,293

PLUMBING DEMOLITION WORK
DEMO (E) WATER CLOSET 2 EA 150.00 300
DEMO (E) LAVATORY 2 EA 125.00 250
DEMO (E) URINAL 1 EA 150.00 150
DEMO (E) DRINKING FOUNTAIN 1 EA 350.00 350

PLUMBING
WATER CLOSET, ADA 3 EA 1452.00 4,356
LAVATORY WALL, ADULT, ADA 3 EA 1050.00 3,150
URINAL WALL, ADA 2 EA 1182.00 2,364
DRINKING FOUNTAIN, HI-LO, DUAL 1 EA 2985.00 2,985
ROUGH-IN AT FIXTURES 9 FIX 450.00 4,050
ROUGH-IN FOR FIXTURES (NEW LOCATION) 9 FIX 8710.00 78,390

SCOPING OF PLUMBING LINES (PER
ARCHITECT'S EMAIL DATED 11/1/22)
1 LS 5000.00 5,000
TESTING/PERMITS/STERILIZATION 1 LS 3,335.33 3,335

NEW HVAC SYSTEM
DEMO (E) HVAC SYSTEM + NEW MULTI-ZONE
SPLIT SYSTEM + AIR DISTRIBUTION
2,729 GSF 27.50 75,057
SUBTOTAL 207,030
DIVISION 16 - ELECTRICAL

ELECTRICAL DEMOLTION WORK
DEMO (E) ELECTRICAL WORK 2,618 GSF 2.93 7,680

NEW ELECTRICAL WORK
UPGRADE (E) PANELBOARD TO 60 CIRCUITS 1 LS 15000.00 15,000 NEW LIGHTING SYSTEM, HIGH END LIGHTS 2,729 GSF 25.00 68,233 NEW BRANCH POWER SYSTEM 2,729 GSF 5.27 14,376
NEW HVAC POWER HOOK-UPS 2,729 GSF 4.10 11,191

LOW VOLTAGE WORK
PANIC BUTTON 1 EA 7500.00 7,500
INTERCOM SYSTEM 2,729 GSF 4.50 12,282
FIRE ALARM SYSTEM 2,729 GSF 11.64 31,781
TELEPHONE/ DATA SYSTEM - N.I.C.

CLOCK SYSTEM - N.I.C.

SECURITY SYSTEM - N.I.C.

AUDIO/VISUAL SYSTEM - N.I.C.

SUBTOTAL 168,043
OPTION A PAGE: 9 OF 13
Item #3. Page 21
Meeting Date: 12/13/2022 / Packet Page #: 27
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

SUMMARY OF ESTIMATE
TOTAL
DIVISION 1 GENERAL REQUIREMENTS SEE BELOW
DIVISION 2 SITE WORK $347,998
DIVISION 3 CONCRETE $36,200
DIVISION 4 MASONRY $43,955
DIVISION 5 METALS $17,010
DIVISION 6 CARPENTRY $32,390
DIVISION 7 THERMAL AND MOISTURE PROTECTION $34,628
DIVISION 8 DOORS AND WINDOWS $90,964
DIVISION 9 FINISHES $222,697
DIVISION 10 SPECIALTIES $17,920
DIVISION 11 EQUIPMENT N/A
DIVISION 12 FURNISHINGS $192,850
DIVISION 13 - SPECIAL CONSTRUCTION N/A
DIVISION 14 CONVEYING SYSTEM N/A
DIVISION 15 MECHANICAL $254,276
DIVISION 16 ELECTRICAL $202,779
TOTAL ESTIMATED SUBCONTRACTOR COST $1,493,666
GENERAL CONTRACTOR MARKUPS:
- CONTRACTOR'S FEE 7.5% $112,025
- GENERAL CONDITIONS + O/H 10.5% $168,598
- BOND 2.5% $44,357
SUBTOTAL $1,818,646
ESTIMATE/DESIGN CONTINGENCY 25.0% $454,661
SUBTOTAL $2,273,307

PHASING
ESTIMATED CONSTRUCTION COST W/O ESCALATION $2,273,307
ESCALATION 10.09% $229,316
ESTIMATED CONSTRUCTION COST W/ ESCALATION $2,502,623
DIVISION 1 - GENERAL REQUIREMENTS:

SEE GRAND SUMMARY

SUBTOTAL
DIVISION 2 SITEWORK
OPTION B PAGE: 4 OF 13
Item #3. Page 22
Meeting Date: 12/13/2022 / Packet Page #: 28
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

DEMOLITION WORK
DEMO (E) LANDSCAPE 952 SF 1.25 1,190
DEMO (E) CONCRETE PAVING 570 SF 3.75 2,138
DEMO (E) CONCRETE PORCH 152 SF 5.00 760
DEMO (E) CONCRETE STEPS 20 LF 35.00 700
DEMO (E) STAIR RAILING 6 LF 55.00 330
DEMO (E) RAMP 164 SF 25.00 4,100
DEMO (E) RAMP RAILING 45 LF 55.00 2,475
DEMO (E) RAMP AND STAIRS 291 SF 35.00 10,185
DEMO (E) RAMP RAILING 89 LF 55.00 4,895
DEMO (E) TREE 1 EA 550.00 550

EROSION CONTROL
EROSION CONTROL 1,024 SF 0.45 461

GRADING
ASSUME 24" DEEP OVEREXCAVATION BELOW

NEW HARDSCAPE (ASSUME EXISTING SOIL IS

SUITABLE FOR RE-USE)
97 CY 38.78 3,763
IMPORT DIRT TO RAISE GRADE 3' AT NEW

ADDITION
69 CY 55.37 3,814
PAVING
NEW CONCRETE PAVING 662 SF 15.00 9,930
NEW CONCRETE RAMP 90 SF 75.00 6,750
NEW RAMP/STAIR RAILING 57 LF 275.00 15,675
NEW CONCRETE STEPS 42 LF 90.00 3,780
NEW CONCRETE CURVED SEAT WALL 52 LF 375.00 19,500

ADA PARKING

RE-SURFACE (E) DRIVEWAY CURB TO ALLOW

APPROPRIATE PEDESTRIAN PATH OF TRAVEL,

ALLOWANCE
1 LS 1000.00 1,000
RE-SURFACE (E) AC PAVING 500 SF 3.50 1,750
NEW DIAGONAL STRIPING 500 SF 2.00 1,000
NEW ADA PARKING LOGO + SIGNAGE 1 EA 775.00 775

NEW MIRROR OR SIGN FOR PEDESTRIAN
CIRCULATION VS. AUTOMOBILE CIRCULATION
1 EA 150.00 150

LANDSCAPE
NEW PLANTER WALL 158 LF 125.00 19,750
NEW PLANTER AREA AND IRRIGATION 272 SF 10.50 2,856
MISC. SITE IMPROVEMENTS
NEW TRELLIS AND VINE PLANTING 175 SF 100.00 17,500
RELOCATE (E) ASHTRAY 1 EA 550.00 550
RELOCATE (E) PLAQUES 3 EA 1416.67 4,250
NEW TRASH CAN 1 EA 450.00 450
NEW PATIO CONCRETE SLAB 558 SF 17.50 9,765
NEW 2.5'H CMU WALL + FOOTING WITH 3.5'H

METAL FENCE ON TOP
70 LF 275.00 19,250

PATIO ADDITION
OPTION B PAGE: 5 OF 13
Item #3. Page 23
Meeting Date: 12/13/2022 / Packet Page #: 29
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION NEW PATIO EXTERIOR GATE 2 EA 850.00 1,700

NEW SPANISH TILE ROOF SYSTEM AND FRAMING

AT PATIO
572 SF 47.50 27,170

NEW FLOORING AT PATIO, HIGH END OUTDOOR
FINISH
558 SF 65.00 36,270

SITE UTILITIES
RELOCATE (E) DRINKING FOUNTAIN, APPROX. 6'
AWAY
1 EA 5000.00 5,000

DEMOLITION WORK
DEMO (E) INTERIOR WALL, AVG. 15'H 226 LF 35.00 7,910
DEMO (E) INTERIOR DOOR 12 EA 250.00 3,000
DEMO (E) INTERIOR DOOR 1 PR 300.00 300
DEMO (E) STORAGE CLOSET, 3.5'W X 5'H 1 EA 250.00 250
DEMO (E) SHELVING 7 LF 25.00 175
DEMO (E) BUILT IN CABINET 3 LF 250.00 750
DEMO (E) COUNTERTOP 18 LF 30.00 540
DEMO (E) ROLL UP SECURITY DOOR, 6'W 1 EA 650.00 650
DEMO (E) REFRIGERATOR 1 EA 200.00 200
DEMO (E) CEILING 1,491 SF 5.00 7,455
DEMO (E) GLUE ON ACOUSTICAL TILE CEILING 1,120 SF 7.50 8,400 DEMO (E) FLOORING + PATCH 2,611 SF 3.50 9,139
DEMO (E) RAISED COUNCIL MEMBER STAGE 201 SF 15.00 3,015 DEMO (E) EXTERIOR WINDOW, 8'W X 5'H 2 EA 550.00 1,100
DEMO (E) CMU WALL BELOW WINDOWS, 6'W X
4'H
2 LOC 400.00 800
DEMO (E) DISPLAY CASE, 3.5'W X 4'H 2 EA 250.00 500
DEMO (E) DISPLAY CASE, 3'W X 3'H 2 EA 200.00 400
DEMO (E) EXTERIOR GLASS DOOR 1 EA 250.00 250
DEMO (E) EXTERIOR STOREFRONT WINDOWS 122 SF 25.00 3,050 DEMO (E) EXTERIOR CMU WALL, AVG. 17'H 40 LF 127.50 5,100 REMOVE (E) FF&E, ALLOWANCE 2,611 GSF 1.50 3,917
MISC. DEMOLITION WORK 2,611 GSF 1.00 2,611
HAZAROUS MATERIAL ABATEMENT, ALLOWANCE 2,611 GSF 8.50 22,194 LEAD PAINT ABATEMENT, ALLOWANCE 2,611 GSF 10.00 26,110
SUBTOTAL 347,998
DIVISION 3 - CONCRETE
NEW CONCRETE SLAB 620 SF 17.50 10,850
DOWEL TO (E) SLAB, ASSUME 12" O.C. 40 EA 90.00 3,600

CUT AND PATCH (E) CONCRETE SLAB FOR NEW

SEWER LINE
145 LF 150.00 21,750
SUBTOTAL 36,200
OPTION B PAGE: 6 OF 13
Item #3. Page 24
Meeting Date: 12/13/2022 / Packet Page #: 30
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION DIVISION 4 - MASONRY
INFILL (E) 8'W X 5'H WINDOW OPENING TO 6'W 2 LOC 2050.00 4,100 NEW 8" EXTERIOR CMU WALL AND FOOTING,
AVG. 17'H
40 LF 595.00 23,800
NEW 8" EXTERIOR CMU WALL AND FOOTING,
13'H
31 LF 455.00 14,105

PATCH (E) EXTERIOR CMU WHERE WALL
REMOVED, 13'H
2 LOC 975.00 1,950
SUBTOTAL 43,955
DIVISION 5 - METALS
NEW RAMP RAILING 42 LF 155.00 6,510
NEW STEEL BEAM AT ADDITION 40 LF 262.50 10,500
SUBTOTAL 17,010
DIVISION 6 - CARPENTRY
NEW SHELVING 40 LF 250.00 10,000

RAISED COUNCIL MEMBER STAGE (WOOD

SLEEPERS, PLYWOOD, CARPET, AND

INSULATION)
375 SF 50.00 18,750
NEW INTERIOR WOOD RAMP 56 SF 65.00 3,640
SUBTOTAL 32,390
DIVISION 7 - THERMAL AND MOISTURE PROTECTION

NEW SPANISH TILE ROOF SYSTEM AND FRAMING

AT PATIO
729 SF 47.50 34,628
SUBTOTAL 34,628
DIVISION 8 - DOORS AND WINDOWS
NEW EXTERIOR SECURITY GLASS DOORS 3 PR 13491.93 40,476
NEW EXTERIOR STOREFRONT WINDOWS 122 SF 100.00 12,200

EXTERIOR DOORS AND WINDOWS

INTERIOR DOORS AND WINDOWS

CMU WALLS

STEEL FRAMING

FINISH CARPENTRY

ROOFING
OPTION B PAGE: 7 OF 13
Item #3. Page 25
Meeting Date: 12/13/2022 / Packet Page #: 31
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION NEW INTERIOR DOORS 11 EA 2012.50 22,138
NEW INTERIOR DOORS 4 PR 3825.00 15,300
NEW INTERIOR CLOSET DOORS 1 PR 850.00 850
SUBTOTAL 90,964
DIVISION 9 - FINISHES
NEW INTERIOR WALLS 3,197 SF 35.00 111,895

NEW ACOUSTICAL SOUND PROOFING - CEILING
(BATT INSULATION)
243 SF 2.50 608

NEW ACOUSTICAL SOUND PROOFING - STC

RATED WALLS, PREMIUM
1006 SF 18.50 18,611

NEW ACOUSTICAL SOUND PROOFING -

ACOUSTICAL PANELS
196 SF 25.00 4,900
NEW CERAMIC TILE FLOOR AT RESTROOMS 393 SF 25.00 9,825

NEW LUXURY VINYL FLOORING, COUNCIL

CHAMBERS
1,720 SF 16.01 27,537
NEW CARPET TILE FLOORING, OTHER AREAS 1,118 SF 5.75 6,429 NEW GYP BD CEILING AT RESTROOMS 393 SF 25.00 9,825

NEW CEILING, COUNCIL CHAMBERS (HIGH END

ACOUSTICAL CEILING TILE)
1,720 SF 15.00 25,800
NEW T-BAR CEILING, OTHER AREAS 1,118 SF 6.50 7,267
SUBTOTAL 222,697
DIVISION 10 - SPECIALTIES
TOILET PARTITION, ADA 2 EA 1,750.00 3,500
TOILET PARTITION, REG 2 EA 1,250.00 2,500
URINAL PARTITION 1 EA 850.00 850
TOILET ACCESSORIES 10 FIX 1000.00 10,000
GRAB BAR 6 EA 178.25 1,070
SUBTOTAL 17,920
DIVISION 11 - EQUIPMENT

THIS SECTION NOT USED

SUBTOTAL

INTERIOR WALLS

ACOUSTICAL INSULATION AND PANELS

FLOORING

CEILING
OPTION B PAGE: 8 OF 13
Item #3. Page 26
Meeting Date: 12/13/2022 / Packet Page #: 32
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION DIVISION 12 - FURNISHINGS
ROLLER SHADES AT WINDOWS, SOUTH WALL 48 SF 14.00 672

FABRIC COVERED ACOUSTICAL PANELS AT

SOUTH WALL
831 SF 25.00 20,763
NEW COUNCIL MEMBER DESK, 12 SEATS 1 LS 88574.85 88,575
NEW COUNCIL MEMBER CHAIRS 12 EA 650.00 7,800
NEW COUNCIL CHAMBER AND PATIO CHAIRS 143 EA 430.00 61,490 NEW GATE 2 EA 1050.00 2,100
NEW PODIUM 1 EA 1200.00 1,200
NEW RAILING 15 LF 250.00 3,750
NEW CONFERENCE TABLE 1 EA 1500.00 1,500
NEW CONFERENCE CHAIRS 12 EA 250.00 3,000
NEW ROUND TABLE WITH (4) CHAIRS 1 EA 2000.00 2,000
SUBTOTAL 192,850
DIVISION 13 - SPECIAL CONSTRUCTION

THIS SECTION NOT USED

SUBTOTAL
DIVISION 14 - CONVEYING SYSTEM

THIS SECTION NOT USED

SUBTOTAL
DIVISION 15 - MECHANICAL

FIRE SPRINKLER SYSTEM
REPLACE (E) FIRE SPRINKLER SYSTEM 3,417 GSF 10.00 34,170

PLUMBING DEMOLITION WORK
DEMO (E) WATER CLOSET 2 EA 150.00 300
DEMO (E) LAVATORY 2 EA 125.00 250
DEMO (E) URINAL 1 EA 150.00 150
DEMO (E) DRINKING FOUNTAIN 1 EA 350.00 350

PLUMBING
WATER CLOSET, ADA 3 EA 1452.00 4,356
WATER CLOSET, REG 2 EA 1206.00 2,412
LAVATORY WALL, ADULT, ADA 3 EA 1050.00 3,150
URINAL WALL, ADA 2 EA 1182.00 2,364
DRINKING FOUNTAIN, HI-LO, DUAL 1 EA 2985.00 2,985
ROUGH-IN AT FIXTURES 11 FIX 450.00 4,950
ROUGH-IN FOR FIXTURES (NEW LOCATION) 11 FIX 8710.00 95,810

NEW FURNITURE, ALLOWANCE ONLY
OPTION B PAGE: 9 OF 13
Item #3. Page 27
Meeting Date: 12/13/2022 / Packet Page #: 33
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "B" GSF: 3,417

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

SCOPING OF PLUMBING LINES (PER
ARCHITECT'S EMAIL DATED 11/1/22)
1 LS 5000.00 5,000
TESTING/PERMITS/STERILIZATION 1 LS 4,060.95 4,061

NEW HVAC SYSTEM
DEMO (E) HVAC SYSTEM + NEW MULTI-ZONE
SPLIT SYSTEM + AIR DISTRIBUTION
3,417 GSF 27.50 93,968
SUBTOTAL 254,276
DIVISION 16 - ELECTRICAL

ELECTRICAL DEMOLTION WORK
DEMO (E) ELECTRICAL WORK 2,618 GSF 2.93 7,680

NEW ELECTRICAL WORK
UPGRADE (E) PANELBOARD TO 60 CIRCUITS 1 LS 15000.00 15,000 NEW LIGHTING SYSTEM, HIGH END LIGHTS 3,417 GSF 25.00 85,425 NEW BRANCH POWER SYSTEM 3,417 GSF 5.27 17,998
NEW HVAC POWER HOOK-UPS 3,417 GSF 4.10 14,011

LOW VOLTAGE WORK
PANIC BUTTON 1 EA 7500.00 7,500
INTERCOM SYSTEM 3,417 GSF 4.50 15,377
FIRE ALARM SYSTEM 3,417 GSF 11.64 39,788
TELEPHONE/ DATA SYSTEM - N.I.C.

CLOCK SYSTEM - N.I.C.

SECURITY SYSTEM - N.I.C.

AUDIO/VISUAL SYSTEM - N.I.C.

SUBTOTAL 202,779
OPTION B PAGE: 10 OF 13
Item #3. Page 28
Meeting Date: 12/13/2022 / Packet Page #: 34
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

SUMMARY OF ESTIMATE
TOTAL
DIVISION 1 GENERAL REQUIREMENTS SEE BELOW
DIVISION 2 SITE WORK $437,916
DIVISION 3 CONCRETE $44,450
DIVISION 4 MASONRY $43,955
DIVISION 5 METALS $17,940
DIVISION 6 CARPENTRY $22,140
DIVISION 7 THERMAL AND MOISTURE PROTECTION $34,628
DIVISION 8 DOORS AND WINDOWS $74,814
DIVISION 9 FINISHES $202,342
DIVISION 10 SPECIALTIES $18,320
DIVISION 11 EQUIPMENT N/A
DIVISION 12 FURNISHINGS $198,630
DIVISION 13 - SPECIAL CONSTRUCTION N/A
DIVISION 14 CONVEYING SYSTEM N/A
DIVISION 15 MECHANICAL $275,221
DIVISION 16 ELECTRICAL $202,340
TOTAL ESTIMATED SUBCONTRACTOR COST $1,572,695
GENERAL CONTRACTOR MARKUPS:
- CONTRACTOR'S FEE 7.5% $117,952
- GENERAL CONDITIONS + O/H 10.5% $177,518
- BOND 2.5% $46,704
SUBTOTAL $1,914,870
ESTIMATE/DESIGN CONTINGENCY 25.0% $478,717
SUBTOTAL $2,393,587

PHASING
ESTIMATED CONSTRUCTION COST W/O ESCALATION $2,393,587
ESCALATION 10.09% $241,449
ESTIMATED CONSTRUCTION COST W/ ESCALATION $2,635,036
DIVISION 1 - GENERAL REQUIREMENTS:

SEE GRAND SUMMARY

SUBTOTAL
DIVISION 2 SITEWORK
OPTION C PAGE: 4 OF 13
Item #3. Page 29
Meeting Date: 12/13/2022 / Packet Page #: 35
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

DEMOLITION WORK
DEMO (E) LANDSCAPE 1,880 SF 1.25 2,350
DEMO (E) CONCRETE PAVING 1,113 SF 3.75 4,174
DEMO (E) CONCRETE PORCH 152 SF 5.00 760
DEMO (E) CONCRETE STEPS 20 LF 35.00 700
DEMO (E) STAIR RAILING 6 LF 55.00 330
DEMO (E) RAMP 164 SF 25.00 4,100
DEMO (E) RAMP RAILING 45 LF 55.00 2,475
DEMO (E) RAMP AND STAIRS 291 SF 35.00 10,185
DEMO (E) RAMP RAILING 89 LF 55.00 4,895
DEMO (E) TREE 1 EA 550.00 550

EROSION CONTROL
EROSION CONTROL 2,481 SF 0.45 1,116

GRADING
ASSUME 24" DEEP OVEREXCAVATION BELOW

NEW HARDSCAPE (ASSUME EXISTING SOIL IS

SUITABLE FOR RE-USE)
134 CY 38.78 5,193
IMPORT DIRT TO RAISE GRADE 3' AT NEW

ADDITION AREA
69 CY 55.37 3,814
PAVING
NEW CONCRETE PAVING 1,186 SF 15.00 17,790
NEW CONCRETE RAMP 90 SF 75.00 6,750
NEW RAMP/STAIR RAILING 57 LF 275.00 15,675
NEW CONCRETE STEPS 42 LF 90.00 3,780
NEW CONCRETE CURVED SEAT WALL 36 LF 375.00 13,500

ADA PARKING

RE-SURFACE (E) DRIVEWAY CURB TO ALLOW

APPROPRIATE PEDESTRIAN PATH OF TRAVEL,

ALLOWANCE
1 LS 1000.00 1,000
RE-SURFACE (E) AC PAVING 500 SF 3.50 1,750
NEW DIAGONAL STRIPING 500 SF 2.00 1,000
NEW ADA PARKING LOGO + SIGNAGE 1 EA 775.00 775

NEW MIRROR OR SIGN FOR PEDESTRIAN
CIRCULATION VS. AUTOMOBILE CIRCULATION
1 EA 150.00 150

LANDSCAPE
NEW LANDSCAPE AND IRRIGATION, ALLOWANCE 957 SF 10.50 10,049 NEW PLANTER WALL 172 LF 125.00 21,500
NEW PLANTER AREA AND IRRIGATION 248 SF 10.50 2,604
MISC. SITE IMPROVEMENTS
NEW TRELLIS AND VINE PLANTING 615 SF 75.00 46,125
NEW SECURITY GATE 3 PR 1500.00 4,500
NEW SECURITY FENCE, 6'H 160 LF 255.00 40,800
RELOCATE (E) ASHTRAY 1 EA 550.00 550
RELOCATE (E) PLAQUES 3 EA 1416.67 4,250
NEW TRASH CAN 1 EA 450.00 450
OPTION C PAGE: 5 OF 13
Item #3. Page 30
Meeting Date: 12/13/2022 / Packet Page #: 36
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION NEW PATIO CONCRETE SLAB 532 SF 17.50 9,310
NEW 2.5'H CMU WALL + FOOTING WITH 3.5'H

METAL FENCE ON TOP
68 LF 275.00 18,700
NEW PATIO EXTERIOR GATE 2 EA 850.00 1,700

NEW SPANISH TILE ROOF SYSTEM AND FRAMING

AT PATIO
572 SF 47.50 27,170

NEW FLOORING AT PATIO, HIGH END OUTDOOR
FINISH
532 SF 65.00 34,580

SITE UTILITIES
RELOCATE (E) DRINKING FOUNTAIN, APPROX. 6'
AWAY
1 EA 5000.00 5,000

DEMOLITION WORK
DEMO (E) INTERIOR WALL, AVG. 15'H 226 LF 35.00 7,910
DEMO (E) INTERIOR DOOR 12 EA 250.00 3,000
DEMO (E) INTERIOR DOOR 1 PR 300.00 300
DEMO (E) STORAGE CLOSET, 3.5'W X 5'H 1 EA 250.00 250
DEMO (E) SHELVING 7 LF 25.00 175
DEMO (E) BUILT IN CABINET 3 LF 250.00 750
DEMO (E) COUNTERTOP 18 LF 30.00 540
DEMO (E) ROLL UP SECURITY DOOR, 6'W 1 EA 650.00 650
DEMO (E) REFRIGERATOR 1 EA 200.00 200
DEMO (E) CEILING 1,491 SF 5.00 7,455
DEMO (E) GLUE ON ACOUSTICAL TILE CEILING 1,120 SF 7.50 8,400 DEMO (E) FLOORING + PATCH 2,611 SF 3.50 9,139
DEMO (E) RAISED COUNCIL MEMBER STAGE 201 SF 15.00 3,015 DEMO (E) EXTERIOR WINDOW, 8'W X 5'H 2 EA 550.00 1,100
DEMO (E) CMU WALL BELOW WINDOWS, 6'W X
4'H
2 LOC 400.00 800
DEMO (E) DISPLAY CASE, 3.5'W X 4'H 2 EA 250.00 500
DEMO (E) DISPLAY CASE, 3'W X 3'H 2 EA 200.00 400
DEMO (E) EXTERIOR GLASS DOOR 1 EA 250.00 250
DEMO (E) EXTERIOR STOREFRONT WINDOWS 122 SF 25.00 3,050 DEMO (E) EXTERIOR CMU WALL, AVG. 17'H 40 LF 127.50 5,100 REMOVE (E) FF&E, ALLOWANCE 2,611 GSF 1.50 3,917
MISC. DEMOLITION WORK 2,611 GSF 1.00 2,611
HAZAROUS MATERIAL ABATEMENT, ALLOWANCE 2,611 GSF 8.50 22,194 LEAD PAINT ABATEMENT, ALLOWANCE 2,611 GSF 10.00 26,110
SUBTOTAL 437,916
DIVISION 3 - CONCRETE
NEW CONCRETE SLAB 620 SF 17.50 10,850
DOWEL TO (E) SLAB, ASSUME 12" O.C. 40 EA 90.00 3,600

PATIO ADDITION
OPTION C PAGE: 6 OF 13
Item #3. Page 31
Meeting Date: 12/13/2022 / Packet Page #: 37
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION

CUT AND PATCH (E) CONCRETE SLAB FOR NEW

SEWER LINE
200 LF 150.00 30,000
SUBTOTAL 44,450
DIVISION 4 - MASONRY
INFILL (E) 8'W X 5'H WINDOW OPENING TO 6'W 2 LOC 2050.00 4,100 NEW 8" EXTERIOR CMU WALL AND FOOTING,
AVG. 17'H
40 LF 595.00 23,800
NEW 8" EXTERIOR CMU WALL AND FOOTING,
13'H
31 LF 455.00 14,105

PATCH (E) EXTERIOR CMU WHERE WALL
REMOVED, 13'H
2 LOC 975.00 1,950
SUBTOTAL 43,955
DIVISION 5 - METALS
NEW RAMP RAILING 48 LF 155.00 7,440
NEW STEEL BEAM AT ADDITION 40 LF 262.50 10,500
SUBTOTAL 17,940
DIVISION 6 - CARPENTRY

RAISED COUNCIL MEMBER STAGE (WOOD

SLEEPERS, PLYWOOD, CARPET, AND

INSULATION)
370 SF 50.00 18,500
NEW INTERIOR WOOD RAMP 56 SF 65.00 3,640
SUBTOTAL 22,140
DIVISION 7 - THERMAL AND MOISTURE PROTECTION

NEW SPANISH TILE ROOF SYSTEM AND FRAMING

AT PATIO
729 SF 47.50 34,628
SUBTOTAL 34,628
DIVISION 8 - DOORS AND WINDOWS
NEW EXTERIOR SECURITY GLASS DOORS 3 PR 13491.93 40,476

EXTERIOR DOORS AND WINDOWS

CMU WALLS

STEEL FRAMING

ROOFING
OPTION C PAGE: 7 OF 13
Item #3. Page 32
Meeting Date: 12/13/2022 / Packet Page #: 38
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION NEW EXTERIOR STOREFRONT WINDOWS 122 SF 100.00 12,200
NEW INTERIOR DOORS 11 EA 2012.50 22,138
SUBTOTAL 74,814
DIVISION 9 - FINISHES
NEW INTERIOR WALLS 2,675 SF 35.00 93,625

NEW ACOUSTICAL SOUND PROOFING - CEILING
(BATT INSULATION)
252 SF 2.50 630

NEW ACOUSTICAL SOUND PROOFING - STC

RATED WALLS, PREMIUM
852 SF 18.50 15,762

NEW ACOUSTICAL SOUND PROOFING -

ACOUSTICAL PANELS
200 SF 25.00 5,000
NEW CERAMIC TILE FLOOR AT RESTROOMS 410 SF 25.00 10,250

NEW LUXURY VINYL FLOORING, COUNCIL

CHAMBERS
1,720 SF 16.01 27,537
NEW CARPET TILE FLOORING, OTHER AREAS 1,101 SF 5.75 6,331 NEW GYP BD CEILING AT RESTROOMS 410 SF 25.00 10,250

NEW CEILING, COUNCIL CHAMBERS (HIGH END

ACOUSTICAL CEILING TILE)
1,720 SF 15.00 25,800
NEW T-BAR CEILING, OTHER AREAS 1,101 SF 6.50 7,157
SUBTOTAL 202,342
DIVISION 10 - SPECIALTIES
TOILET PARTITION, ADA 1 EA 1,750.00 1,750
TOILET PARTITION, REG 2 EA 1,250.00 2,500
TOILET ACCESSORIES 13 FIX 1000.00 13,000
GRAB BAR 6 EA 178.25 1,070
SUBTOTAL 18,320
DIVISION 11 - EQUIPMENT

THIS SECTION NOT USED

SUBTOTAL
DIVISION 12 - FURNISHINGS

INTERIOR DOORS AND WINDOWS

INTERIOR WALLS

ACOUSTICAL INSULATION AND PANELS

FLOORING

CEILING
OPTION C PAGE: 8 OF 13
Item #3. Page 33
Meeting Date: 12/13/2022 / Packet Page #: 39
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION ROLLER SHADES AT WINDOWS, SOUTH WALL 48 SF 14.00 672

FABRIC COVERED ACOUSTICAL PANELS AT

SOUTH WALL
831 SF 25.00 20,763
NEW COUNCIL MEMBER DESK, 12 SEATS 1 LS 88574.85 88,575
NEW COUNCIL MEMBER CHAIRS 12 EA 650.00 7,800
NEW COUNCIL CHAMBER AND PATIO CHAIRS 164 EA 430.00 70,520 NEW GATE 2 EA 1050.00 2,100
NEW PODIUM 1 EA 1200.00 1,200
NEW RAILING 10 LF 250.00 2,500
NEW CONFERENCE TABLE 1 EA 1500.00 1,500
NEW CONFERENCE CHAIRS 12 EA 250.00 3,000
SUBTOTAL 198,630
DIVISION 13 - SPECIAL CONSTRUCTION

THIS SECTION NOT USED

SUBTOTAL
DIVISION 14 - CONVEYING SYSTEM

THIS SECTION NOT USED

SUBTOTAL
DIVISION 15 - MECHANICAL

FIRE SPRINKLER SYSTEM
REPLACE (E) FIRE SPRINKLER SYSTEM 3,408 GSF 10.00 34,083

PLUMBING DEMOLITION WORK
DEMO (E) WATER CLOSET 2 EA 150.00 300
DEMO (E) LAVATORY 2 EA 125.00 250
DEMO (E) URINAL 1 EA 150.00 150
DEMO (E) DRINKING FOUNTAIN 1 EA 350.00 350

PLUMBING
WATER CLOSET, ADA 3 EA 1452.00 4,356
WATER CLOSET, REG 2 EA 1206.00 2,412
LAVATORY WALL, ADULT, ADA 4 EA 1050.00 4,200
URINAL WALL, ADA 3 EA 1182.00 3,546
DRINKING FOUNTAIN, HI-LO, DUAL 1 EA 2985.00 2,985
ROUGH-IN AT FIXTURES 13 FIX 450.00 5,850
ROUGH-IN FOR FIXTURES (NEW LOCATION) 13 FIX 8710.00 113,230

SCOPING OF PLUMBING LINES (PER
ARCHITECT'S EMAIL DATED 11/1/22)
1 LS 5000.00 5,000

NEW FURNITURE, ALLOWANCE ONLY
OPTION C PAGE: 9 OF 13
Item #3. Page 34
Meeting Date: 12/13/2022 / Packet Page #: 40
Prepared By: Yuang Tai, Inc.

PROJECT NO.: P2783A0001
DATE OF ESTIMATE: 11/8/2022
REVISION: 01
PROJECT ADDRESS: GLENDORA, CA
SUBJECT: CONCEPTUAL COST ESTIMATE - OPTION "C" GSF: 3,408

ITEM DESCRIPTION QTY UNIT UNIT COST TOTAL
PROJECT NAME: GLENDORA CITY HALL - COUNCIL CHAMBER UPGRADE AND EXPANSION TESTING/PERMITS/STERILIZATION 1 LS 4,780.27 4,780

NEW HVAC SYSTEM
DEMO (E) HVAC SYSTEM + NEW MULTI-ZONE
SPLIT SYSTEM + AIR DISTRIBUTION
3,408 GSF 27.50 93,729
SUBTOTAL 275,221
DIVISION 16 - ELECTRICAL

ELECTRICAL DEMOLTION WORK
DEMO (E) ELECTRICAL WORK 2,618 GSF 2.93 7,680

NEW ELECTRICAL WORK
UPGRADE (E) PANELBOARD TO 60 CIRCUITS 1 LS 15000.00 15,000 NEW LIGHTING SYSTEM, HIGH END LIGHTS 3,408 GSF 25.00 85,208 NEW BRANCH POWER SYSTEM 3,408 GSF 5.27 17,952
NEW HVAC POWER HOOK-UPS 3,408 GSF 4.10 13,975

LOW VOLTAGE WORK
PANIC BUTTON 1 EA 7500.00 7,500
INTERCOM SYSTEM 3,408 GSF 4.50 15,338
FIRE ALARM SYSTEM 3,408 GSF 11.64 39,687
TELEPHONE/ DATA SYSTEM - N.I.C.

CLOCK SYSTEM - N.I.C.

SECURITY SYSTEM - N.I.C.

AUDIO/VISUAL SYSTEM - N.I.C.

SUBTOTAL 202,340
OPTION C PAGE: 10 OF 13
Item #3. Page 35
Meeting Date: 12/13/2022 / Packet Page #: 41
Council Chamber Interior Upgrades
and Expansion Project Update
Public Works, Engineering
City Council
Item # XX
December 13, 2022
Maliha Ansari, Principal Engineer CityOfGlendora.org
Item #3. Page 36
Meeting Date: 12/13/2022 / Packet Page #: 42
City Council Chambers
2 Item #3. Page 37
Meeting Date: 12/13/2022 / Packet Page #: 43
Background
• In1956, structure housing Chamber was constructed as an extension to the City Hall to serve as City’s public Library.
• In 1972, Council Chamber was moved to the current location. Before 1972, Chamber was located in City Hall at second floor.
•
• The Council Chamber serve as a primary meeting place for City Council, different Commission meetings and special occasions.
• The configuration of this facility is less than optimal and needs current functional technology upgrading.
• Not in full compliance with the Americans with Disabilities Act (ADA) and with current Building Codes.
3 Item #3. Page 38
Meeting Date: 12/13/2022 / Packet Page #: 44
Existing Chamber Floor Plan
4 Building Area 2,485 sq. ft.

Chamber Area 1,045 sq. ft.

Occupancy 89
Seating 63
Dais Seating 5
Item #3. Page 39
Meeting Date: 12/13/2022 / Packet Page #: 45
Option “1” Floor Plan
5 Building Area 2,485 sq. ft.

Chamber Area 1,433 sq. ft.

Patio Area 354 sq. ft.

Occupancy
Chamber 209
Patio 51
Seating
Chamber 90
Patio 36
Dais Seating 12
Item #3. Page 40
Meeting Date: 12/13/2022 / Packet Page #: 46
Option “2” Floor Plan
6 Building Area 3,085 sq. ft.

Chamber Area 1,582 sq. ft.

Patio Area 560 sq. ft.

Occupancy
Chamber 194
Patio 80
Seating
Chamber 90
Patio 53
Dais Seating 12
Item #3. Page 41
Meeting Date: 12/13/2022 / Packet Page #: 47
Option “3” Floor Plan
7 Building Area 3,085 sq. ft.

Chamber Area 1,728 sq. ft.

Patio Area 530 sq. ft.

Occupancy
Chamber 220
Patio 75
Seating
Chamber 112
Patio 54
Dais Seating 12
Item #3. Page 42
Meeting Date: 12/13/2022 / Packet Page #: 48
Project Cost
DESCRIPTION OPTION “1” OPTION “2” OPTION “3”
Construction Cost $1,802,565.00 $2,502,623.00 $2,635,036.00 Audio-Visual System $250,000.00 $250,000.00 $250,000.00 Security System $25,000.00 $25,000.00 $25,000.00
Cable/Data/Telephone $55,000.00 $55,000.00 $55,000.00
Subtotal $2,132,565.00 $2,832,623.00 $2,965,036.00
Construction Contingency 10% $213,256.50 $283,262.30 $296,503.60 Total Construction Cost (A) $2,345,821.50 $3,115,885.30 $3,261,539.60

Final Design Fee – Onyx, Inc. (B) $210,000.00 $275,000.00 $290,000.00

Construction Support
Third Party Inspections $15,000.00 $15,000.00 $15,000.00 Project Management $35,000.00 $35,000.00 $35,000.00
Total Construction Support (C)

Total Project Cost (A+B+C) $2,605,821.50 $3,440,885.30 $3,601,539.60

8 Item #3. Page 43
Meeting Date: 12/13/2022 / Packet Page #: 49
Options for Consideration
9 1. Select the layout for Interior Upgrades and Expansion from Options 1, 2 or 3.

2. Based on direction, proceed with the final design and award the design contract.

3. Identify the additional city funds to proceed with the construction of this project.

4. Reduce the scale and scope of the project based on currently available funding.

5. Delay/reprogram the project to a future time.

6. Not proceed with the project.

Item #3. Page 44
Meeting Date: 12/13/2022 / Packet Page #: 50
10 RECOMMENDATIONS

1. Receive, discuss and provide direction how to proceed with the Council Chamber Interior Upgrades and Expansion Project
That the City Council:

Item #3. Page 45
Meeting Date: 12/13/2022 / Packet Page #: 51

STAFF REPORT
TO: MAYOR AND COUNCIL MEMBERS DATE: DECEMBER 13, 2022
FROM: FINANCE DISTRICT(S): CITYWIDE
SUBJECT: AWARD A THREE-YEAR CONTRACT TO TYLER TECHNOLOGIES, INC. FOR

ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM AND ENERGOV LAND MANAGEMENT SOFTWARE IN THE AMOUNT OF $2,519,649. (STRATEGIC PLAN ITEM 32-EMO, 59-EMO & 60-EMO)

RECOMMENDATION
That the City/Agency/Authority Council:

1. Award a three-year contract in the amount not to exceed $2,519,649 to Tyler Technologies Inc.; and

2. Approve a 20% contingency for the implementation services in the amount of $235,012; and

3. Authorize the City Manager or his designee to execute the agreement and other related documents including minimal and/or non-substantive changes.

EXECUTIVE SUMMARY
The City's current land management and permitting system (LMS) and ERP System are set for end of functional support from the vendor as of 06/30/2023 and 12/31/2023, respectively. The products have been acquired by multiple developers over the course of the last 5 years leading to many inefficiencies and inconsistencies with the current systems and frustrations with the level of customer service. The City Council approved 2020-2023 3-Year Strategic Plan reflects these concerns and includes three related strategic planning items 32-EMO Payroll Modernization, 59-EMO ERP System Implementation, and 60- EMO Land Management/Permitting System Implementation.

Since March, staff across all City departments took part in demonstrations to evaluate the prospective LMS vendors including Tyler Technologies and specifically Tyler Technologies for the ERP. Then Finance/Community Development staff moved forward with contract negotiations with Tyler Technologies with assistance from ClientFirst. The negotiated agreement includes:
 A 30% discount overall on all solutions; and
 Payments by implementation phase over a 3-year term; and  Three additional 1-year extension terms that will not increase more than 3% for each year.

This agreement will provide the necessary technological enhancements needed to bring the City into 2023 and beyond. In January 2023, the project timelines will be finalized, and the implementation process will begin for the LMS and ERP system.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
City Council approved the 2020-2023 3-Year Strategic Plan which included 3 items under enhance and modernize the organization 32-EMO Payroll Modernization, 59-EMO ERP System Implementation, 60- EMO Land Management/Permitting System Implementation and adopted FY2019-20 & FY2020-21 2-Year Budget which included budget for the project to accomplish the previously mentioned Strategic Plan items.

The Adopted FY2019-20 & FY2020-21 2-Year Budget included initial project funding estimates.

Item #4. Page 1
Meeting Date: 12/13/2022 / Packet Page #: 52
Staff Report Page 2 of 3
On April 27, 2021 and July 13, 2021, the City Council approved a contract with ClientFirst Technologies Consulting Services for software selection and contract negotiation advisory services for both LMS and ERP.

On December 20, 2021, a Request for Proposals was released and five proposals were received by February 23, 2022 for LMS.

On May 5, 2022, a Request for Proposals was released and one proposal was received by June 2, 2022 for ERP.

DISCUSSION
City staff has been evaluating replacements for its LMS and ERP Systems. Land Management Systems are used to manage information, process development applications, review construction plans, issue permits, schedule construction inspections, and manage code enforcement cases. Modern systems allow for online user access and have electronic workflows for City processes. The LMS is used across several departments including: Community Development, Police and Public Works. The LMS is one system within the City’s overall ERP systems. Enterprise Resource Systems refers to software that organizations use to manage day-to-day activities such as accounting, procurement, project management, risk management, asset inventory/management, etc. The modules that make up the system share data across various departments to help analyze trends and make informed decisions. Most ERP systems incorporate best practices which means the software reflects the vendor's interpretation of the most effective way to perform each process.

The City's current LMS and ERP systems are set for end of functional support from the vendor as of June 30, 2023 and December 31, 2023, respectively. While improvements are still being made to the best of staff’s abilities the products have been acquired by multiple developers over the course of the last 5 years leading to many inefficiencies and inconsistencies with the current systems and frustrations with the level of customer service. The City Council approved 2020-2023 3-Year Strategic Plan reflects these concerns and recognizes the need for technological enhancements to the City’s existing operations and includes 3 items under the enhance and modernize the organization section as listed below:
 32-EMO Payroll Modernization
o Move to paperless timesheets and employee self-service options.  59-EMO ERP System Implementation
o Replacement of the current system that handles accounting, budgeting, purchasing, human resources, payroll, cashiering, accounts receivable, accounts payable and other related functions for the City.
o Adds a modern asset management system inclusive of geographic information system (GIS) usage.
 60-EMO Land Management/Permitting System Implementation. o Replacement of the planning/building/engineering/code enforcement and other land development permitting system and with GIS enhancements.

In March, City staff from several departments reviewed the LMS proposals, participated in the demonstration of the systems, and scored each vendor. Ultimately Tyler Technologies was selected as the system that would best meet the City’s needs. Tyler Energov provides a modern web-based interface for the public to apply for permits, schedule inspections, and track the status of development applications.

Energov also provides case management for Code Enforcement, and integration with City GIS records. In addition, with the acquisition of Tyler Technologies ERP, LMS records will integrate with the ERP system.

All City departments took part in demonstrations to evaluate the Tyler Technologies ERP system over a time period of two months. The demonstrations included all aspects of finance/human resources (i.e. cashiering, accounts receivable, accounts payable, personnel/payroll, budgeting, etc.), asset Item #4. Page 2
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Staff Report Page 3 of 3
management, reporting/transparency, recreation, public safety, and agenda/content management products. City staff continued to move forward with Tyler Technologies ERP because it is an integrated system that will manage all the City’s core functions, break down departmental data silos, streamline processes, and eliminate duplicate data entry. The ability to streamline processes and increase accessibility for the community was the reason Tyler Technologies was selected.

The agreement includes the following solutions and modules finance/human resources, land management, asset management and reporting modules. City staff was able to negotiate a 30% discount overall on the agreement and staggered payments by implementation phase (to ensure the City isn’t paying for any modules before they are implemented) on a 3-year contract with 3 additional 1-year terms not to increase more than 3% for each extension term. The project will take approximately 18-24 months to complete.

The benefits of selecting Tyler Technologies to provide the City’s process solutions are also significant from a technology perspective. There will only be one provider therefore reducing the need for integration between multiple solutions between departments, the solution is cloud based which eliminates the need for onsite hardware and storage thus reducing maintenance and repair costs associated with these software solutions. Tyler software is updated on a regular basis which reduces down time required for major scheduled upgrades, as has been experienced in the past for the current software. Lastly, when updates are implemented, the City does not risk losing interfaces and integrations that were programmed for specific functionalities.

FISCAL IMPACT
The FY 2022-23 Mid-Cycle budget includes funding to cover the implementation costs in the Capital Projects Fund 321 in the amount of $1,245,800 and in the Water Capital Projects Fund 530 in the amount of $999,920 totaling $2,245,720, as such no additional budget appropriation is needed at this time. This is sufficient to cover the implementation costs and the contingency of $1,410,070. Future annual ongoing maintenance is anticipated to be approximately $355,000 and will be included in future budget documents in the Technology Fund 548 and allocated across all funds.

ENVIRONMENTAL DETERMINATION
Not Applicable
Prepared By Kyle Johnson, Assistant Director - Finance
Concurs With Jeff Kugel, Community Development Director Reviewed By Marie Ricci, Administrative Services Director/City Treasurer Certified to Availability of Funds Marie Ricci, Administrative Services Director/City Treasurer Approved By Adam Raymond, City Manager
Legal Review William W. Wynder, City Attorney
CEQA Review Not Applicable
ATTACHMENTS:

A. SaaS Agreement
B. Presentation
Item #4. Page 3
Meeting Date: 12/13/2022 / Packet Page #: 54

SOFTWARE AS A SERVICE AGREEMENT
This Software as a Service Agreement (“Agreement”) is made between Tyler Technologies, Inc., a Delaware corporation (“Tyler”), and the City of Glendora, a California general law city & municipal corporation (“Client”) (sometimes referred to collectively as “Parties”).

WHEREAS, Client selected Tyler to provide certain products and services set forth in the Investment Summary, including providing Client with access to Tyler’s proprietary software products, and Tyler desires to provide such products and services under the terms of this Agreement; and WHEREAS, as a material inducement to the Client entering into this Agreement, Tyler represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement, and is experienced in performing the work and services described herein.

NOW THEREFORE, in consideration of the foregoing and of the mutual covenants and promises set forth in this Agreement, Tyler and Client agree as follows:

SECTION A – DEFINITIONS
 “Agreement” means this Software as a Service Agreement.  “Business Travel Policy” means our business travel policy. A copy of Tyler’s current Business Travel Policy is attached as Schedule 1 to Exhibit B.
 “Client” means City of Glendora as identified above.
 “Data” means Client’s data necessary to utilize the Tyler Software.  “Data Storage Capacity” means the contracted amount of storage capacity for Client’s Data identified in the Investment Summary.
 “Defect” means a failure of the Tyler Software to substantially conform to the functional descriptions set forth in our written proposal to Client, or their functional equivalent. Future functionality may be updated, modified, or otherwise enhanced through our maintenance and support services, and the governing functional descriptions for such future functionality will be set forth in Tyler’s then-current Documentation.
 “Defined Users” means the number of users that are authorized to use the SaaS Services. The Defined Users for the Agreement are as identified in the Investment Summary. If Exhibit A contains Enterprise Permitting & Licensing labeled software, defined users mean the maximum number of named users that are authorized to use the Enterprise Permitting & Licensing labeled modules as indicated in the Investment Summary.
 “Developer” means a third party who owns the intellectual property rights to Third Party Software.
 “Documentation” means any online or written documentation related to the use or functionality of the Tyler Software that Tyler provides or otherwise makes available to Client, including instructions, user guides, manuals and other training or self-help documentation.

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 “Effective Date” means the date by which both Parties’ authorized representatives have signed the Agreement.
 “Force Majeure” means an event beyond the reasonable control of Cient or Tyler, including, without limitation, governmental action, war, riot or civil commotion, fire, natural disaster, or any other cause that could not with reasonable diligence be foreseen or prevented by you or us.  “Investment Summary” means the agreed upon cost proposal for the products and services attached as Exhibit A.
 “Invoicing and Payment Policy” means the invoicing and payment policy. A copy of Tyler’s current Invoicing and Payment Policy is attached as Exhibit B.  “Order Form” means an ordering document that includes a quote or investment summary and specifying the items to be provided by Tyler to Client, including any addenda and supplements thereto.
 “SaaS Fees” means the fees for the SaaS Services identified in the Investment Summary.  “SaaS Services” means software as a service consisting of system administration, system management, and system monitoring activities that Tyler performs for the Tyler Software, and includes the right to access and use the Tyler Software, receive maintenance and support on the Tyler Software, including Downtime resolution under the terms of the SLA, and Data storage and archiving. SaaS Services do not include support of an operating system or hardware, support outside of our normal business hours, or training, consulting or other professional services.  “SLA” means the service level agreement. A copy of Tyler’s current SLA is attached hereto as Exhibit C.
 “Statement of Work” means the industry standard implementation plan describing how Tyler’s professional services will be provided to implement the Tyler Software, and outlining the Parties’ roles and responsibilities in connection with that implementation. The Statement of Work is attached as Exhibit E.
 “Support Call Process” means the support call process applicable to all Tyler customers who have licensed the Tyler Software. A copy of our current Support Call Process is attached as Schedule 1 to Exhibit C.
 “Third Party Hardware” means the third party hardware, if any, identified in the Investment Summary.
 “Third Party Products” means the Third Party Software and Third Party Hardware.  “Third Party SaaS Services” means software as a service provided by a third party, if any, identified in the Investment Summary.
 “Third Party Services” means the third party services, if any, identified in the Investment Summary.
 “Third Party Software” means the third party software, if any, identified in the Investment Summary.
 “Third Party Terms” means, if any, the end user license agreement(s) or similar terms for the Third Party Products or other parties’ products or services, as applicable, and attached or indicated at Exhibit D.
 “Tyler” means Tyler Technologies, Inc., a Delaware corporation.  “Tyler Software” means our proprietary software, including any integrations, custom modifications, and/or other related interfaces identified in the Investment Summary and licensed by us to you through this Agreement.
 “we”, “us”, “our” and similar terms mean Tyler.
 “you” and similar terms mean Client.

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SECTION B – SAAS SERVICES

1. Rights Granted. Tyler hereby grants to Client the non-exclusive, non-assignable limited right to use the SaaS Services solely for your internal business purposes for the number of Defined Users only.

The Tyler Software will be made available to you according to the terms of the SLA. Client acknowledges that Tyler has no delivery obligations and will not ship copies of the Tyler Software as part of the SaaS Services. Client may use the SaaS Services to access updates and enhancements to the Tyler Software, as further described in Section C(9). The foregoing notwithstanding, to the extent Tyler has sold you perpetual licenses for Tyler Software, if and listed in the Investment Summary, for which Client is receiving SaaS Services, Client’s rights to use such Tyler Software are perpetual, subject to the terms and conditions of this Agreement including, without limitation, Section B(4). We will make any such software available to you for download.

2. SaaS Fees. Client agrees to pay Tyler the SaaS Fees. Those amounts are payable in accordance with our Invoicing and Payment Policy. The SaaS Fees are based on the number of Defined Users and amount of Data Storage Capacity. Client may add additional users or additional data storage capacity on the terms set forth in Section H(1). In the event Client regularly and/or meaningfully exceeds the Defined Users or Data Storage Capacity, Tyler reserves the right to charge Client additional fees commensurate with the overage(s).

3. Ownership.

3.1 Tyler retains all ownership and intellectual property rights to the SaaS Services, the Tyler Software, and anything developed by Tyler under this Agreement. Client does not acquire under this Agreement any license to use the Tyler Software in excess of the scope and/or duration of the SaaS Services.

3.2 The Documentation is licensed to Client and may be used and copied by Client’s officers, agents, and employees for internal, non-commercial reference purposes only.

3.3 Client retains all ownership and intellectual property rights to the Data. Client expressly recognizes that except to the extent necessary to carry out Tyler’s obligations contained in this Agreement, Tyler does not create or endorse any Data used in connection with the SaaS Services.

4. Restrictions. Client may not: (a) make the Tyler Software or Documentation resulting from the SaaS Services available in any manner to any third party for use in the third party’s business operations; (b) modify, make derivative works of, disassemble, reverse compile, or reverse engineer any part of the SaaS Services; (c) access or use the SaaS Services in order to build or support, and/or assist a third party in building or supporting, products or services competitive to Tyler; or (d) license, sell, rent, lease, transfer, assign, distribute, display, host, outsource, disclose, permit timesharing or service bureau use, or otherwise commercially exploit or make the SaaS Services, Tyler Software, or Documentation available to any third party other than as expressly permitted by this Agreement.

5. Software Warranty. Tyler warrants that the Tyler Software will perform without Defects during the term of this Agreement. If the Tyler Software does not perform as warranted, Tyler will use all reasonable efforts, consistent with industry standards, to cure the Defect in accordance with the maintenance and support process set forth in Section C(9), below, the SLA and our then current DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 6
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Support Call Process.

6. SaaS Services.

6.1 Tyler’s SaaS Services are audited at least yearly in accordance with the AICPA’s Statement on Standards for Attestation Engagements (“SSAE”) No. 18. Tyler has attained, and will maintain, SOC 1 and SOC 2 compliance, or its equivalent, for so long as Client is timely paying for SaaS Services. The scope of audit coverage varies for some Tyler Software solutions. Upon execution of a mutually agreeable Non-Disclosure Agreement (“NDA”), Tyler will provide Client with a summary of Tyler’s compliance report(s) or its equivalent. Every year thereafter, for so long as the NDA is in effect and in which Client makes a written request, Tyler will provide that same information. If Tyler’s SaaS Services are provided using a 3rd party data center, Tyler will provide available compliance reports for that data center.

6.2 Client will be hosted on shared hardware in a Tyler data center or in a third-party data center.

In either event, databases containing Client’s Data will be dedicated to Client, inaccessible to Tyler’s other customers, and located within the continental United States.

6.3 Tyler data centers have fully-redundant telecommunications access, electrical power, and the required hardware to provide access to the Tyler Software in the event of a disaster or component failure. In the event of a data center failure, Tyler reserves the right to employ its disaster recovery plan for resumption of the SaaS Services. In that event, Tyler commits to a Recovery Point Objective (“RPO”) of 1 hour and a Recovery Time Objective (“RTO”) of 24 hours.

RPO represents the maximum duration of time between the most recent recoverable copy of Client’s hosted Data and subsequent data center failure. RTO represents the maximum duration of time following data center failure within which Client’s access to the Tyler Software must be restored.

6.4 Tyler conducts annual penetration testing of either the production network and/or web application to be performed. Tyler will maintain industry standard intrusion detection and prevention systems to monitor malicious activity in the network and to log and block any such activity. Tyler will provide Client with a written or electronic record of the actions taken by Tyler in the event that any unauthorized access to Client’s database(s) is detected as a result of Tyler’s security protocols. Tyler will undertake an additional security audit, on terms and timing to be mutually agreed to by the parties, at Client’s written request. Client may not attempt to bypass or subvert security restrictions in the SaaS Services or environments related to the Tyler Software. Unauthorized attempts to access files, passwords or other confidential information, and unauthorized vulnerability and penetration test scanning of Tyler’s network and systems (hosted or otherwise) is prohibited without the prior written approval of Tyler’s IT Security Officer.

6.5 Tyler tests its disaster recovery plan on an annual basis. Tyler’s standard test is not clientspecific. Should Client request a client-specific disaster recovery test, Tyler will work with Client to schedule and execute such a test on a mutually agreeable schedule. At Client’s written request, Tyler will provide test results to Client within a commercially reasonable timeframe after receipt of the request.

6.6 Tyler will be responsible for importing back-up and verifying that Client can log-in. Client will be DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 7
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responsible for running reports and testing critical processes to verify the returned Data.

6.7 Tyler provides secure Data transmission paths between each of Client’s workstations and Tyler’s servers.

6.8 Tyler data centers are accessible only by authorized personnel with a unique key entry. All other visitors to Tyler data centers must be signed in and accompanied by authorized personnel.

Entry attempts to the data center are regularly audited by internal staff and external auditors to ensure no unauthorized access.

6.9 Where applicable with respect to Tyler’s applications that take or process card payment data, Tyler is responsible for the security of cardholder data that it possesses, including functions relating to storing, processing, and transmitting of the cardholder data and affirms that, as of the Effective Date, Tyler complies with applicable requirements to be considered PCI DSS compliant and has performed the necessary steps to validate compliance with the PCI DSS. Tyler agrees to supply the current status of its PCI DSS compliance program in the form of an official Attestation of Compliance, which can be found at https://www.tylertech.com/aboutus/compliance, and in the event of any change in Tyler’s status, will comply with applicable notice requirements.
7 Data Breach. In the event of any confirmed breach of the Data, Tyler will follow the California Data Breach Notification law, and any other applicable state or federal law.

SECTION C – PROFESSIONAL SERVICES

1. Professional Services. Tyler will provide Client the various implementation-related services itemized in the Investment Summary and described in the Statement of Work.

2. Professional Services Fees. Client agrees to pay Tyler the professional services fees in the amounts set forth in the Investment Summary. Those amounts are payable in accordance with Tyler’s Invoicing and Payment Policy. Client acknowledges that the fees stated in the Investment Summary are good-faith estimates of the amount of time and materials required for Client’s implementation.

Tyler will bill Client the actual fees incurred based on the in-scope services provided to Client. Any discrepancies in the total values set forth in the Investment Summary will be resolved by multiplying the applicable hourly rate by the quoted hours.

3. Additional Services. The Investment Summary contains, and the Statement of Work describes, the scope of services and related costs (including programming and/or interface estimates) required for the project based on Tyler’s understanding of the specifications Client supplied. If additional work is required, or if Client uses or requests additional services, Tyler will provide Client with an addendum or change order, as applicable, outlining the costs for the additional work. The price quotes in the addendum or change order will be valid for ninety (90) days from the date of the quote.

4. Cancellation. If travel is required, Tyler will make all reasonable efforts to schedule travel for Tyler personnel, including arranging travel reservations, at least two (2) weeks in advance of commitments. Therefore, if Client cancels services less than two (2) weeks in advance (other than for Force Majeure or breach by Tyler), Client will be liable for all (a) non-refundable expenses incurred by Tyler on Client’s behalf, and (b) daily fees associated with cancelled professional services DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 8
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if Tyler is unable to reassign its personnel. Tyler will make all reasonable efforts to reassign personnel in the event Client cancels within two (2) weeks of scheduled commitments.

5. Services Warranty. Tyler will perform the services in a professional, workmanlike manner, consistent with industry standards. Tyler personnel assigned to implement the Tyler Software will have sufficient skills and experience to perform their obligations in accordance with this services warranty. In the event Tyler provides services that do not conform to this warranty, Tyler will reperform such services at no additional cost to Client.

6. Site Access and Requirements. At no cost to Tyler, Client agrees to provide Tyler with full and free access to Client’s personnel, facilities, and equipment as may be reasonably necessary for Tyler to provide implementation services, subject to any reasonable security protocols or other written policies provided to Tyler as of the Effective Date, and thereafter as mutually agreed to by Tyler and Client.

7. Background Checks. For at least the past twelve (12) years, all of Tyler’s employees have undergone criminal background checks prior to hire. All employees sign Tyler’s confidentiality agreement and security policies.

8. Client Assistance. Client acknowledges that the implementation of the Tyler Software is a cooperative process requiring the time and resources of Client’s personnel. Client agrees to use all reasonable efforts to cooperate with and assist Tyler as may be reasonably required to meet the agreed upon project deadlines and other milestones for implementation. This cooperation includes at least working with Tyler to schedule the implementation-related services outlined in this Agreement. Tyler will not be liable for failure to meet any deadlines and milestones when such failure is due to Force Majeure or to the failure by Client’s personnel to provide such cooperation and assistance (either through action or omission).

9. Maintenance and Support. For so long as Client timely pays its SaaS Fees according to the Invoicing and Payment Policy, then in addition to the terms set forth in the SLA and the Support Call Process, Tyler will:

9.1 performTyler’s maintenance and support obligations in a professional, good, and workmanlike manner, consistent with industry standards, to resolve Defects in the Tyler Software (subject to any applicable release life cycle policy);

9.2 provide support during Tyler’s established support hours;

9.3 maintain personnel that are sufficiently trained to be familiar with the Tyler Software and Third Party Software, if any, in order to provide maintenance and support services;

9.4 make available to Cliet all releases to the Tyler Software (including updates and enhancements) that Tyler makes generally available without additional charge to customers who have a maintenance and support agreement in effect; and

9.5 provide non-Defect resolution support of prior releases of the Tyler Software in accordance with any applicable release life cycle policy.

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Tyler will use all reasonable efforts to perform support services remotely. Currently, Tyler uses a thirdparty secure unattended connectivity tool called Bomgar, as well as GoToRescue. Therefore, Client agrees to maintain a high-speed internet connection capable of connecting Tyler to Client’s PCs and server(s). Client agrees to provide Tyler with a login account and local administrative privileges as Tyler may reasonably require to perform remote services. Tyler will, at its option, use the secure connection to assist with proper diagnosis and resolution, subject to any reasonably applicable security protocols. If Tyler cannot resolve a support issue remotely, Tyler may be required to provide onsite services. In such event, Tyler will be responsible for its travel expenses, unless it is determined that the reason onsite support was required was a reason outside Tyler’s control. Either way, Client agrees to provide Tyler with full and free access to the Tyler Software, working space, adequate facilities within a reasonable distance from the equipment, and use of machines, attachments, features, or other equipment reasonably necessary for Tyler to provide the maintenance and support services, all at no charge to Tyler. Tyler strongly recommends that Client also maintains Client’s VPN for backup connectivity purposes.

For the avoidance of doubt, SaaS Fees do not include the following services: (a) onsite support (unless Tyler cannot remotely correct a Defect in the Tyler Software, as set forth above); (b) application design; (c) other consulting services; or (d) support outside Tyler’s normal business hours as listed in Tyler’s then-current Support Call Process. Requested services such as those outlined in this section will be billed to Client on a time and materials basis at Tyler’s then current rates. Client must request those services with at least one (1) weeks’ advance notice.

10. Personnel. In the event any Tyler personnel are not providing services consistent with Tyler’s services warranty, or are otherwise negatively impacting the project, Client will notify Tyler of that deficiency and give Tyler a reasonable opportunity to correct it. In the event the deficiency persists, Tyler will replace that project member, upon written request and demonstration of good cause.

SECTION D – THIRD PARTY PRODUCTS

1. Third Party Hardware. Tyler will sell, deliver, and install onsite the Third Party Hardware, if Client has purchased any, for the price set forth in the Investment Summary. Those amounts are payable in accordance with the Invoicing and Payment Policy.

2. Third Party Software. As part of the SaaS Services, Client will receive access to the Third Party Software and related documentation for internal business purposes only. Client’s rights to the Third Party Software will be governed by the Third Party Terms.

3. Third Party Products Warranties.

3.1 Tyler is authorized by each Developer to grant access to the Third Party Software.

3.2 The Third Party Hardware will be new and unused, and upon payment in full, Client will receive free and clear title to the Third Party Hardware.

3.3 Client acknowledges that Tyler is not the manufacturer of the Third Party Products. Tyler does not warrant or guarantee the performance of the Third Party Products. However, Tyler grants and passes through to Client any warranty that Tyler may receive from the Developer or supplier of the Third Party Products.

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4. Third Party Services. If Client has purchased Third Party Services, those services will be provided independent of Tyler by such third-party at the rates set forth in the Investment Summary and in accordance with the Invoicing and Payment Policy.

SECTION E - INVOICING AND PAYMENT; INVOICE DISPUTES

1. Invoicing and Payment. Tyler will invoice Client the SaaS Fees and fees for other professional services in the Investment Summary per the Invoicing and Payment Policy, subject to Section E(2).

2. Invoice Disputes. If Client believes any delivered software or service does not conform to the warranties in this Agreement, Client will provide Tyler with written notice within forty-five (45) days of Client’s receipt of the applicable invoice. The written notice must contain reasonable detail of the issues Client contends are in dispute so that Tyler can confirm the issue and respond to Client’s notice with either a justification of the invoice, an adjustment to the invoice, or a proposal addressing the issues presented in Client’s notice. Tyler will work with Client as may be necessary to develop an action plan that outlines reasonable steps to be taken by each of us to resolve any issues presented in Client’s notice. Client may withhold payment of the amount(s) actually in dispute, and only those amounts, until Tyler completes the action items outlined in the plan. If Tyler is unable to complete the action items outlined in the action plan because of Client’s failure to complete the items agreed to be done by Client, then Client will remit full payment of the invoice. Tyler reserves the right to suspend delivery of all SaaS Services, including maintenance and support services, if Client fails to pay an invoice not disputed as described above within fifteen (15) days of notice of Tyler’s intent to do so.

SECTION F – TERM AND TERMINATION

1. Term. The initial term of this Agreement is three (3) years, commencing on the first day of the first month following the Effective Date, unless earlier terminated as set forth below. Upon expiration of the initial term, this Agreement will renew automatically for additional one (1) year renewal terms at Tyler’s then-current SaaS Fees unless terminated in writing by either party at least thirty (30) days prior to the end of the then-current renewal term. Upon mutual agreement, not to be unreasonably withheld, Client may remove modules listed in the Investment Summary upon at least sixty (60) days’ advance notice, with such renewals to be effective on the next annual renewal date. Notwithstanding the foregoing, SaaS fees will not increase more than three percent (3%) on an annualized basis for the first three (3) annual renewal terms (Years four (4) through six (6)).

Client’s right to access or use the Tyler Software and the SaaS Services will terminate at the end of this Agreement.

2. Termination. This Agreement may be terminated as set forth below. In the event of termination, Client will pay Tyler for all undisputed fees and expenses related to the software, products, and/or services Client has received, or Tyler has incurred or delivered, prior to the effective date of termination. Disputed fees and expenses in all terminations other than Client’s termination for cause must have been submitted as invoice disputes in accordance with Section E(2).

2.1 Failure to Pay SaaS Fees. Client acknowledges that continued access to the SaaS Services is contingent upon Client’s timely payment of SaaS Fees. If Client fails to timely pay the SaaS Fees, Tyler may discontinue the SaaS Services and deny Client access to the Tyler Software. Tyler may DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 11
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also terminate this Agreement if Client does not cure such failure to pay within forty-five (45) days of receiving written notice of Tyler’s intent to terminate.

2.2 For Cause. If Client believes Tyler has materially breached this Agreement, Client will invoke the Dispute Resolution clause set forth in Section H(3). Client may terminate this Agreement for cause in the event Tyler does not cure, or create a mutually agreeable action plan to address, a material breach of this Agreement within the thirty (30) day window set forth in Section H(3).

2.3 Force Majeure. Either party has the right to terminate this Agreement if a Force Majeure event suspends performance of the SaaS Services for a period of sixty (60) days or more.

2.4 Lack of Appropriations. If Client should not appropriate or otherwise make available funds sufficient to utilize the SaaS Services, Client may unilaterally terminate this Agreement upon thirty (30) days written notice to Tyler. Client will not be entitled to a refund or offset of previously paid, but unused SaaS Fees. Client agrees not to use termination for lack of appropriations as a substitute for termination for convenience.

3. Return of Data. In the event of termination of this Agreement, and upon reasonable advance notice, Tyler shall promptly make all Data available to Client in the format of the database or other such format as may be mutually agreed upon, provided through Tyler’s FTP server or such other secure method reasonably selected by Tyler. Such Data will be provided at no additional cost.

SECTION G – INDEMNIFICATION, LIMITATION OF LIABILITY AND INSURANCE

1. Intellectual Property Infringement Indemnification.

1.1 Tyler will defend Client against any third party claim(s) that the Tyler Software or Documentation infringes that third party’s patent, copyright, or trademark, or misappropriates its trade secrets, and will pay the amount of any resulting adverse final judgment (or settlement to which Tyler consents). Client must notify Tyler promptly in writing of the claim and give Tyler sole control over its defense or settlement. Client agrees to provide Tyler with reasonable assistance, cooperation, and information in defending the claim at Tyler’s expense.

1.2 Tyler’s obligations under this Section G(1) will not apply to the extent the claim or adverse final judgment is based on Client’s use of the Tyler Software in contradiction of this Agreement, including with non-licensed third parties, or Client’s willful infringement.

1.3 If Tyler receives information concerning an infringement or misappropriation claim related to the Tyler Software, Tyler may, at Tyler’s expense and without obligation to do so, either: (a) procure for Client the right to continue its use; (b) modify it to make it non-infringing; or (c) replace it with a functional equivalent, in which case Client will stop running the allegedly infringing Tyler Software immediately. Alternatively, Tyler may decide to litigate the claim to judgment, in which case Client may continue to use the Tyler Software consistent with the terms of this Agreement.

1.4 If an infringement or misappropriation claim is fully litigated and Client’s use of the Tyler Software is enjoined by a court of competent jurisdiction, in addition to paying any adverse final judgment (or settlement to which Tyler consents), Tyler will, at Tyler’s option, either: (a) procure DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 12
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the right to continue its use; (b) modify it to make it non-infringing; or (c) replace it with a functional equivalent. This section provides Client’s exclusive remedy for third party copyright, patent, or trademark infringement and trade secret misappropriation claims.

2. General Indemnification.

2.1 Tyler will indemnify and hold harmless Client and Client’s agents, officials, and employees from and against any and all third-party claims, losses, liabilities, damages, costs, and expenses (including reasonable attorney's fees and costs) for (a) personal injury or property damage to the extent caused by Tyler’s negligence or willful misconduct; or (b) Tyler’s violation of PCI-DSS requirements or a law applicable to Tyler’s performance under this Agreement. Client must notify Tyler promptly in writing of the claim and give Tyler sole control over its defense or settlement. Client agrees to provide Tyler with reasonable assistance, cooperation, and information in defending the claim at Tyler’s expense.

2.2 To the extent permitted by applicable law, Client will indemnify and hold harmless Tyler and Tyler’s agents, officials, and employees from and against any and all third-party claims, losses, liabilities, damages, costs, and expenses (including reasonable attorney's fees and costs) for personal injury or property damage to the extent caused by Client’s negligence or willful misconduct; or (b) Client’s violation of a law applicable to Client’s performance under this Agreement. Tyler will notify Client promptly in writing of the claim and will give Client sole control over its defense or settlement. Tyler agrees to provide Client with reasonable assistance, cooperation, and information in defending the claim at Client’s expense.

3. DISCLAIMER. EXCEPT FOR THE EXPRESS WARRANTIES PROVIDED IN THIS AGREEMENT AND TO

THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TYLER HEREBY DISCLAIMS ALL OTHER

WARRANTIES AND CONDITIONS, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING, BUT

NOT LIMITED TO, ANY IMPLIED WARRANTIES, DUTIES, OR CONDITIONS OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. CLIENT UNDERSTANDS AND AGREES THAT TYLER DISCLAIMS ANY LIABILITY FOR ERRORS THAT RELATE TO USER ERROR.

4. LIMITATION OF LIABILITY. EXCEPT AS OTHERWISE EXPRESSLY SET FORTH IN THIS AGREEMENT, TYLER’S LIABILITY FOR DAMAGES ARISING OUT OF THIS AGREEMENT, WHETHER BASED ON A

THEORY OF CONTRACT OR TORT, INCLUDING NEGLIGENCE AND STRICT LIABILITY, SHALL BE LIMITED TO CLIENT’S ACTUAL DIRECT DAMAGES, NOT TO EXCEED (A) DURING THE INITIAL TERM, AS SET FORTH IN SECTION F(1), ONE AND A HALF (1.5) TIMES THE TOTAL FEES PAID AS OF THE TIME OF THE CLAIM; OR (B) DURING ANY RENEWAL TERM, ONE AND A HALF (1.5) TIMES THE THEN-CURRENT ANNUAL SAAS FEES PAYABLE IN THAT RENEWAL TERM. THE PARTIES

ACKNOWLEDGE AND AGREE THAT THE PRICES SET FORTH IN THIS AGREEMENT ARE SET IN

RELIANCE UPON THIS LIMITATION OF LIABILITY AND TO THE MAXIMUM EXTENT ALLOWED UNDER

APPLICABLE LAW, THE EXCLUSION OF CERTAIN DAMAGES, AND EACH SHALL APPLY REGARDLESS OF THE FAILURE OF AN ESSENTIAL PURPOSE OF ANY REMEDY. THE FOREGOING LIMITATION OF LIABILITY SHALL NOT APPLY TO CLAIMS THAT ARE SUBJECT TO SECTIONS G(1) AND G(2).

5. EXCLUSION OF CERTAIN DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW,

IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY SPECIAL, INCIDENTAL, PUNITIVE, INDIRECT,

OR CONSEQUENTIAL DAMAGES WHATSOEVER, EVEN IF THAT PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

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6. Insurance. During the course of performing services under this Agreement, Tyler agrees to maintain the following levels of insurance: (a) Commercial General Liability of at least $1,000,000; (b) Automobile Liability of at least $1,000,000; (c) Professional Liability of at least $1,000,000; (d) Workers Compensation complying with applicable statutory requirements; and (e) Excess/Umbrella Liability of at least $5,000,000. Tyler will add Client as an additional insured to Tyler’s Commercial General Liability and Automobile Liability policies, which will automatically add Client as an additional insured to Tyler’s Excess/Umbrella Liability policy as well. Tyler will provide Client with copies of certificates of insurance upon Client’s written request.

SECTION H – GENERAL TERMS AND CONDITIONS

1. Additional Products and Services. Client may purchase additional products and services at the rates set forth in the Investment Summary for twenty-four (24) months from the Effective Date by executing a mutually agreed addendum. If no rate is provided in the Investment Summary, or those twenty-four (24) months have expired, Client may purchase additional products and services at Tyler’s then-current list price, also by executing a mutually agreed addendum. The terms of this Agreement will control any such additional purchase(s), unless otherwise specifically provided in the addendum.

2. Optional Items. Pricing for any listed optional products and services in the Investment Summary will be valid for twenty-four (24) months from the Effective Date.

3. Dispute Resolution. Client agrees to provide Tyler with written notice within thirty (30) days of becoming aware of a dispute. Client agrees to cooperate with Tyler in trying to reasonably resolve all disputes, including, if requested by either party, appointing a senior representative to meet and engage in good faith negotiations with Tyler’s appointed senior representative. Senior representatives will convene within thirty (30) days of the written dispute notice, unless otherwise agreed. All meetings and discussions between senior representatives will be deemed confidential settlement discussions not subject to disclosure under Federal Rule of Evidence 408 or any similar applicable state rule. If Tyler fails to resolve the dispute, then the parties shall participate in nonbinding mediation in an effort to resolve the dispute. If the dispute remains unresolved after mediation, then either party may assert its respective rights and remedies in a court of competent jurisdiction. Nothing in this section shall prevent Client or Tyler from seeking necessary injunctive relief during the dispute resolution procedures.

4. Taxes. The fees in the Investment Summary do not include any taxes, including, without limitation, sales, use, or excise tax. If Client is a tax-exempt entity, Client agrees to provide Tyler with a taxexempt certificate. Otherwise, Tyler will pay all applicable taxes to the proper authorities and Client will reimburse Tyler for such taxes. If Client has a valid direct-pay permit, Client agrees to provide Tyler with a copy. For clarity, Tyler is responsible for paying its income taxes, both federal and state, as applicable, arising from Tyler’s performance of this Agreement.

5. Nondiscrimination. Tyler will not discriminate against any person employed or applying for employment concerning the performance of Tyler’s responsibilities under this Agreement. This discrimination prohibition will apply to all matters of initial employment, tenure, and terms of employment, or otherwise with respect to any matter directly or indirectly relating to employment concerning race, color, religion, national origin, age, sex, sexual orientation, ancestry, disability that DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 14
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is unrelated to the individual's ability to perform the duties of a particular job or position, height, weight, marital status, or political affiliation. Tyler will post, where appropriate, all notices related to nondiscrimination as may be required by applicable law.

6. E-Verify. Tyler has complied, and will comply, with the E-Verify procedures administered by the U.S.

Citizenship and Immigration Services Verification Division for all Tyleremployees assigned to Client’s project.

7. Prohibition Against Subcontracting. The experience, knowledge, capability and reputation of Tyler, its principals and employees were a substantial inducement for Client to enter into this Agreement.

Therefore, Tyler shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the Client, not to be unreasonably withheld.

8. Binding Effect; No Assignment. This Agreement shall be binding on, and shall be for the benefit of, either Client’s or Tyler’s successor(s) or permitted assign(s). Neither party may assign this Agreement without the prior written consent of the other party; provided, however, Client’s consent is not required for an assignment by Tyler as a result of a corporate reorganization, merger, acquisition, or purchase of substantially all of Tyler’s assets. The foregoing notwithstanding, we will notify you in writing of any such assignment as soon as we are allowed under applicable law.

9. Force Majeure. Except for Client’s payment obligations, neither party will be liable for delays in performing its obligations under this Agreement to the extent that the delay is caused by Force Majeure; provided, however, that within fifteen (15) business days of the Force Majeure event, the party whose performance is delayed will use reasonable efforts to provide the other party with written notice explaining the cause and extent thereof, as well as a request for a reasonable time extension equal to the estimated duration of the Force Majeure event.

10. No Intended Third Party Beneficiaries. This Agreement is entered into solely for the benefit of Client and Tyler. No third party will be deemed a beneficiary of this Agreement, and no third party will have the right to make any claim or assert any right under this Agreement. This provision does not affect the rights of third parties under any Third Party Terms.

11. Entire Agreement; Amendment. This Agreement represents the entire agreement between Client and Tyler with respect to the subject matter hereof, and supersedes any prior agreements, understandings, and representations, whether written, oral, expressed, implied, or statutory.

Purchase orders submitted by Client, if any, are for Client’s internal administrative purposes only, and the terms and conditions contained in those purchase orders will have no force or effect. This Agreement may only be modified by a written amendment signed by an authorized representative of each party.

12. Severability. If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement will be considered valid and enforceable to the fullest extent permitted by law.

13. No Waiver. In the event that the terms and conditions of this Agreement are not strictly enforced by either party, such non-enforcement will not act as or be deemed to act as a waiver or modification of this Agreement, nor will such non-enforcement prevent such party from enforcing DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 15
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each and every term of this Agreement thereafter.

14. Independent Contractor. The parties intend that an independent contractor relationship will be created by this Agreement. Client is interested only in the results of Tyler work and will not exercise any control over the conduct or supervision of any Tyler services or the means of its performance.

Accordingly, Tyler will have full responsibility for the payment of all federal, state, and local taxes or contributions imposed pursuant to unemployment insurance, social security, income taxes, and workers' compensation statutes, or any other similar statute.

15. Notices. All notices or communications required or permitted as a part of this Agreement, such as notice of an alleged material breach for a termination for cause or a dispute that must be submitted to dispute resolution, must be in writing and will be deemed delivered upon the earlier of the following: (a) actual receipt by the receiving party; (b) upon receipt by sender of a certified mail, return receipt signed by an employee or agent of the receiving party; (c) upon receipt by sender of proof of email delivery; or (d) if not actually received, five (5) days after deposit with the United States Postal Service authorized mail center with proper postage (certified mail, return receipt requested) affixed and addressed to the other party at the address set forth on the signature page hereto or such other address as the party may have designated by proper notice. The consequences for the failure to receive a notice due to improper notification by the intended receiving party of a change in address will be borne by the intended receiving party.

16. Client Lists. Client agrees that Tyler may identify you by name in client lists, marketing presentations, and promotional materials.

17. Confidentiality. Both parties recognize that their respective employees and agents, in the course of performance of this Agreement, may be exposed to confidential information and that disclosure of such information could violate rights to private individuals and entities, including the parties.

Confidential information is nonpublic information that a reasonable person would believe to be confidential and includes, without limitation, personal identifying information (e.g., social security numbers) and trade secrets, each as defined by applicable California law. Each party agrees that it will not disclose any confidential information of the other party and further agrees to take all reasonable and appropriate action to prevent such disclosure by its employees or agents. The confidentiality covenants contained herein will survive the termination or cancellation of this Agreement. This obligation of confidentiality will not apply to information that:
(a) is in the public domain, either at the time of disclosure or afterwards, except by breach of this Agreement by a party or its employees or agents;
(b) a party can establish by reasonable proof was in that party's possession at the time of initial disclosure;
(c) a party receives from a third party who has a right to disclose it to the receiving party; or (d) is the subject of a legitimate disclosure request under the California Public Records Act or similar applicable public disclosure laws governing this Agreement; provided, however, that in the event Client receives an open records or other similar applicable request, Client will give Tyler prompt notice and otherwise perform the functions required by applicable law.

18. Quarantining of Client Data. Some services provided by Tyler require Tyler to be in possession of the Data. In the event Tyler detects malware or other conditions associated with the Data that are reasonably suspected of putting Tyler resources or other Tyler clients’ data at risk, Tyler reserves the absolute right to move the Data from its location within a multi-tenancy Tyler hosted environment DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 16
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to an isolated “quarantined” environment without advance notice. The Data will remain in such quarantine for a period of at least six (6) months during which time Tyler will review the Data, and all traffic associated with the Data, for signs of malware or other similar issues. If no issues are detected through such reviews during the six (6) month period of quarantine, Tyler will coordinate with Client the restoration of the Data to a non-quarantined environment. In the event the Data must remain in quarantine beyond this six (6) month period through no fault of Tyler’s, Tyler reserves the right to require payment of additional fees for the extended duration of quarantine.

Tyler will provide an estimate of what those costs will be upon Client’s request.

19. Business License. In the event a local business license is required for Tyler to perform services hereunder, Client will promptly notify Tyler and provide Tyler with the necessary paperwork and/or contact information so that Tyler may timely obtain such license.

20. Non-liability of Client Officers and Employees. No elected or appointed official, officer or employee of Client shall be personally liable to Tyler, or any successor in interest, in the event of any default or breach by Client or for any amount which may become due to Tyler pursuant to this Agreement or to its successor, or for breach of any obligation of the terms of this Agreement.

21. Conflict of Interest. Tyler covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of Client or which would in any way hinder Tyler’s performance of services under this Agreement. Tyler further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express and advance written consent of Client. Tyler agrees to use commercially reasonable efforts to, at all times, avoid conflicts of interest or the appearance of any conflicts of interest with the interests of Client in the performance of this Agreement.

22. Warranty & Representation of Non-Collusion. Tyler warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any Client official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Tyler further warrants and represents that it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any Client official, officer, or employee, as a result or consequence of obtaining or being awarded any agreement. Tyler‘s Authorized Initials _______

23. Governing Law and Venue. The terms of this Agreement, including any breach or alleged breach thereof, will be governed by and construed in accordance with the laws of California, without regard to its principles regarding conflicts of law. The parties hereby consent to the exclusive jurisdiction of, and venue in, any federal or state court of competent jurisdiction located in Los Angeles County, California, for the purposes of adjudicating any matter arising from or in connection with this Agreement.

24. Laws and Regulations. Tyler, in the performance of services, will comply with all applicable laws, ordinances, orders, decrees and regulations. The fees in the Investment Summary are based, in part, on the cost of compliance with applicable laws existing as of the time of the Effective Date. Should laws applicable to Tyler’s performance under the Agreement change post-signature, Tyler reserves the right to seek a change order for the additional work, time and/or cost that may be required to DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 17
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comply with the new law, ordinance or regulation.

25. Multiple Originals and Authorized Signatures. This Agreement may be executed in multiple originals, any of which will be independently treated as an original document. Any electronic, faxed, scanned, photocopied, or similarly reproduced signature on this Agreement or any amendment hereto will be deemed an original signature and will be fully enforceable as if an original signature.

Each party represents to the other that the signatory set forth below is duly authorized to bind that party to this Agreement.

26. Cooperative Procurement. To the maximum extent permitted by applicable law, Tyler agrees that this Agreement may be used as a cooperative procurement vehicle by eligible jurisdictions. Tyler reserves the right to negotiate and customize the terms and conditions set forth herein, including but not limited to pricing, to the scope and circumstances of that cooperative procurement.

27. Data & Insights Solution Terms. Client’s use of certain Tyler solutions includes Tyler’s Data & Insights data platform. Client’s rights, and the rights of any of Client’s end users, to use Tyler’s Data & Insights data platform is subject to the Data & Insights SaaS Services Terms of Service, attached as Exhibit G. By signing a Tyler Agreement or Order Form, or accessing, installing, or using any of the Tyler solutions listedin Exhibit G, Client certifies that it has reviewed, understands, and agrees to said terms.

28. Contract Documents. This Agreement includes the following exhibits:

Exhibit A Investment Summary
Schedule 1: EnerGov Investment Summary
Schedule 2: ERP-Munis Investment Summary
Exhibit B Invoicing and Payment Policy
Schedule 1: Business Travel Policy
Exhibit C Service Level Agreement
Schedule 1: Support Call Process
Exhibit D Third Party Terms
Schedule 1: Hyperlinked Terms
Schedule 2: DocOrigin Terms
Exhibit E Statement of Work
Schedule 1: EnerGov Statement of Work
Schedule 2: ERP-Munis Statement of Work
Exhibit F Tyler Payments Terms and Conditions
Exhibit G Data & Insights SaaS Services Terms of Service [SIGNATURE PAGE FOLLOWS; REMAINDER OF PAGE INTENTIONALLY BLANK] DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 18
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IN WITNESS WHEREOF, a duly authorized representative of each party has executed this Agreement as of the date(s) set forth below.

Tyler Technologies, Inc. City of Glendora
By: By:

Name: Robert Kennedy – Jensen Name: Adam Raymond
Title: Group General Counsel Title: City Manager
Date: Date:

Certification of Availability of Funds:

By:

Name: Marie Ricci
Title: Administrative Services Director
Date:

Attest:

By:

Name: Kathleen Sessman
Title: City Clerk / Communications Director
Date:

Address for Notices: Address for Notices:

Tyler Technologies, Inc.

One Tyler Drive
Yarmouth, ME 04096
City of Glendora
116 East Foothill Blvd.

Glendora, CA 91741
Attention: Chief Legal Officer Attention: Assistant Director - Finance DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Dec 6, 2022 | 9:58 AM PST
Dec 6, 2022 | 10:07 AM PST
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Exhibit A
1 Exhibit A
Investment Summary
The following Investment Summary details the software and services to be delivered by Tyler to Client under the Agreement. This Investment Summary is effective as of the Effective Date, despite any expiration date in the Investment Summary that may have lapsed as of the Effective Date. Capitalized terms not otherwise defined will have the meaning assigned to such terms in the Agreement. In the event of conflict between the Agreement and terms in the Comments section of this Investment Summary, the language in the Agreement will prevail.

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Exhibit A
Schedule 1
1 Exhibit A
Schedule 1
EnerGov Investment Summary
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Quoted By: Chuck Newberry
Quote Expiration: 12/31/22
Quote Name: Tyler EnerGov SaaS
Sales Quotation For:

City of Glendora
116 E Foothill Blvd
Glendora CA 91741-3380
Phone: +1 (626) 914-8200
Tyler SaaS - SaaS - Gold
Description Term Monthly Fee Users/Units Annual Fee
Enterprise Permitting & Licensing Core Software
Community Development Suite - Per User $ 199 36 $ 85,788 Enterprise Permitting & Licensing View Only Licenses (All Suites) $ 31 12 $ 4,392 Enterprise Permitting & Licensing Extensions
e-Reviews $ 1,314 1 $ 15,763
Enterprise Service Requests $ 1,226 1 $ 14,712
Civic Access - Community Development $ 762 1 $ 9,142
Decision Engine $ 762 1 $ 9,142
e-Reviews External Reviewers $ 657 1 $ 7,881
Core Foundation Bundle $ 0 1 $ 0
Advanced Automation Bundle $ 0 1 $ 0
GIS Site License $ 0 1 $ 0
Exhibit A
Schedule 1

CONFIDENTIAL
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Workforce Mobile Site License $ 0 1 $ 0
VirtualPay $ 0 1 $ 0
Community Development API Toolkit $ 0 1 $ 0
Credit Card Payment API $ 0 1 $ 0
Enterprise Permitting & Licensing Cashiering API Toolkit $ 0 1 $ 0 Content Management API $ 0 1 $ 0
Enterprise Permitting & Licensing IVR API Toolkit $ 0 1 $ 0 Request & Enforcement Management API Toolkit $ 0 1 $ 0
Tyler Software
My Civic Bundle (Limited Use - requests only) $ 263 1 $ 3,153 Sub-Total: $ 149,973
Less Discount $ 44,999
TOTAL 3 $ 104,974
Tyler Annual Services
Descripton Users/Units Annual Fee
Recurring Services
Hosted Report Management (additional user) 1 $ 0
Professional Services
Standard Technical Support 1 $ 0
TOTAL: $ 0
Professional Services
Description Quantity Unit Price
Extended
Price Maintenance
Professional Services
Data Conversion Services 120 $ 250 $ 30,000 $ 0
Professional Implementation Consulting - Remote 671 $ 185 $ 124,135 $ 0 Exhibit A
Schedule 1

CONFIDENTIAL
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Project Management Services - Remote 420 $ 185 $ 77,700 $ 0 Training Services - Onsite 32 $ 210 $ 6,720 $ 0
Training Services - Remote 88 $ 185 $ 16,280 $ 0
Custom Report Development (3 pack) 1 $ 9,000 $ 9,000 $ 0 Dynamic Reports Modifications (10 pack) 1 $ 5,000 $ 5,000 $ 0 Letters and Forms Development (5 pack) 1 $ 6,250 $ 6,250 $ 0 Professional Implementation Consulting -Onsite 99 $ 210 $ 20,790 $ 0 TOTAL: $ 295,875 $ 0
Payments
Use Case List Price Service % Min
Basis
Points Rate Cap POS Online IVR
Payments - Payer Card Cost - Service Fees
Enterprise Permitting & Licensing
Enterprise Permitting & Licensing
Payments Permits 3.20% $ 6.95 X X
Enterprise Permitting & Licensing
Payments Code Enforcement 3.20% $ 6.95 X X
Enterprise Permitting & Licensing
Payments Planning 3.20% $ 6.95 X X
Payments - Other Fees
Enterprise Permitting & Licensing
Payer eCheck Cost $ 1.95
eCheck Rejects $ 5.00
Credit Card Chargebacks $ 15.00
Payer Card Cost - per card transaction with Visa, MasterCard, Discover, and American Express.

Exhibit A
Schedule 1

CONFIDENTIAL
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Payer eCheck Cost - Per electronic check transaction.
eCheck Reject - When an eCheck Transaction comes back as declined (e.g bounced check) Credit Card Chargebacks – If a card payer disputes a transaction at the card issuing bank (e.g. stolen card) Summary One Time Fees Recurring Fees
Total SaaS $ 104,974
Total Services $ 295,875 $ 0
Total Third-Party Hardware, Software, Services $ 0 $ 0
Summary Total $ 295,875 $ 104,974
Contract Total $ 610,797
Estimated Travel Expenses $ 5,000
Optional Tyler SaaS - SaaS - Gold
Description Term Monthly Fee Users/Unit Annual Fee
Enterprise Permitting & Licensing Extensions
Enterprise Permitting & Licensing Executive Insights Bundle $ 876 1.0 $ 10,508 Sub-Total $ 10,508
Less Discount $ 3,152
TOTAL 3 $ 7,356
Exhibit A
Schedule 1

CONFIDENTIAL
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Exhibit A
Schedule 1

CONFIDENTIAL
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Comments
EPL Implementation: Tyler leads and owns the configuration of 3 unique business transactions, 3 template business transactions, and will build out the 2 geo-rules and 2 automation events included in the application. Configuration elements beyond this will be owned by the client.

Shared Services:

Tyler Technologies’ Enterprise Permitting & Licensing implementation team will be primarily responsible for the following implementation tasks:
• Training on how to use Enterprise Permitting & Licensing • Training and providing guidance on how to configure and maintain Enterprise Permitting & Licensing • Setup of Enterprise Permitting & Licensing GIS Map
• Setup of Enterprise Permitting & Licensing GIS Live Link • Setup of CSS GIS Map (as applicable, based on contract) • Setup of CSS ArcGIS Integration (as applicable, based on contract) • Setup of CSS Payments (as applicable, based on contract and client having secured an appropriate payment gateway) • Setup and testing of Tyler-to-Tyler integrations (Enterprise ERP, Cashiering, Content Management, Enterprise Service Requests, as applicable based on contract)
• Setup of Workforce Mobile (as applicable, based on contract) • Enterprise Permitting & Licensing Automation Events (Intelligent Objects, standard Intelligent Queries). This covers automation tasks like E-mails, Tasks, Geo Rules, etc.

The client subject matter experts (SMEs) should be available approximately 25% of any given week throughout the project in order to perform configuration in addition to scheduled time with Tyler’s Enterprise Permitting & Licensing consultant. These client SMEs will be responsible for the following general configuration tasks:
• Enterprise Permitting & Licensing Case Type Setup (and all associated items required to configure) • Enterprise Permitting & Licensing System Setup Configuration (Holidays, Zones, Hold Types, Hearing Types, etc.) • Enterprise Permitting & Licensing Report Setup’s dynamic custom fields • Enterprise Permitting & Licensing User/User Role Setup • Enterprise Permitting & Licensing Workflow/Workflow Template Setup (WF Actions, Steps, Templates, Submittal Types, Item Reviews etc.) • CSS Experience (CSS Case Types, CSS Geo Rules, CSS Themes, Headers, Menus, Security Settings, etc.) • Other configuration as desired by client
Exhibit A
Schedule 1

CONFIDENTIAL
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Tyler currently supports the following identity providers (IdP's) for use with Tyler back-office solutions: Microsoft Active Directory through Azure AD, ADFS or Okta AD agent, Google Cloud Identity, Okta, and Identity Automation RapidIdentity. Any requirement by you to use an IdP not supported by Tyler will require additional costs, available upon request.

Your use of Tyler Payments and any related items included on this order is subject to the terms found at: https://www.tylertech.com/terms/paymentcard-processing-agreement. By signing this order or the agreement in which it is included, you agree you have read, understand, and agree to such terms. Please see attached Tyler Payments fee schedule.

Enterprise Service Requests is an application for citizens to report code complaints. Tyler resources will configure, train client personnel, and support go-live for 311 functionality utilized by Enterprise Permitting & Licensing powered by EnerGov.

Tyler resources will establish connection and verify data exchange between My Civic and Enterprise Permitting & Licensing powered by EnerGov for code cases.

Tyler resources will establish connection and verify data exchange between Data & Insights and Enterprise Permitting & Licensing. Your rights, and the rights of any of your end users, to use Tyler’s Data & Insights SaaS Services, or certain Tyler solutions which include Tyler’s Data & Insights data platform, are subject to the Terms of Services, available at https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service. By signing this sales quotation, or accessing, installing, or using any of the Tyler solutions listed at the linked terms, you certify that you have reviewed, understand, and agree to said terms.
eReviews enables electronic review and markup of submitted plans and other documentation by client personnel. eReviews requires Bluebeam Studio Prime, at an estimated yearly subscription cost of $3,000/100 users to be purchased separately by Client.

Core Foundation Bundle includes Enterprise Forms, Hub, SSRS/Crystal, Dynamic Reports, BMP Templates and Standard IOs. Tyler resources will configure and test basic Enterprise Licensing & Permitting functionality including global settings, and preliminary user roles.

Enterprise Permitting & Licensing powered by EnerGov Advanced Automation Bundle includes Intelligent Objects, Intelligent Automation Agent, Georules and Workflow Designer.

Decision Engine is a web-based application that utilizes yes/no questions to guide citizens through online applications. Tyler will ensure and troubleshoot the connection and provide application configuration training. The client is responsible to design iG Workforce - iG Inspect and iG Enforce provide a mobile solution for field personnel to capture inspection and code data remotely. Tyler will assist to connect IG Apps to the Enterprise Permitting & Licensing powered by EnerGov suite, and support testing. These applications are available on iOS. The client is responsible for ensuring the app(s) are downloaded and kept up to date on client utilized hardware.

Enterprise Permitting Support Services provided by Tyler are limited to installation of the API and guidance to the Client's integration development resources. Tyler does not provide integration development services for Enterprise Permitting & Licensing powered by EnerGov API/SDK toolkits. The Client (or a selected third party integrator) will perform all development work against the API/SDK.

Optional Prices are good for 24 months from contract signing.

Exhibit A
Schedule 1

CONFIDENTIAL
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Exhibit A
Schedule 2
1 Exhibit A
Schedule 2
ERP-Munis Investment Summary
[REMAINDER OF PAGE INTENTIONALLY BLANK]
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2022-360148-S7R5H4 CONFIDENTIAL Page 1
Quoted By: Kyle M. Johnson
Quote Expiration: 12/30/22
Quote Name: City of Glendora-ERP-Munis
Quote Description: 11-11-22 City of Glendora, CA v.5
Saas Term 3.00
Sales Quotation For:

City of Glendora
116 E Foothill Blvd
Glendora CA 91741-3380
Phone: +1 (626) 914-8200
Tyler SaaS and Related Services
Description Qty Imp. Hours Annual Fee
Financial Management
Accounting 1 148 $ 36,512.00
Accounts Payable 1 40 $ 10,134.00
Budgeting 1 56 $ 10,134.00
Capital Assets 1 48 $ 8,798.00
Cash Management 1 40 $ 6,961.00
Contract Management 1 32 $ 4,193.00
Inventory 1 56 $ 8,312.00
Project & Grant Accounting 1 48 $ 7,077.00
Purchasing 1 120 $ 15,747.00
Vendor Access 1 32 $ 8,245.00
Human Resources Management
Employee Expense Reimbursement 1 48 $ 4,071.00
Human Resources & Talent Management 1 112 $ 8,049.00
Payroll w/ESS 1 216 $ 10,278.00
Time & Attendance - Up to 250 Employees 1 96 $ 9,007.00 Exhibit A
Schedule 2
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Time & Attendance Mobile Access 1 0 $ 2,170.00
Revenue Management
Accounts Receivable 1 92 $ 7,789.00
Cashiering 1 48 $ 13,854.00
Central Property File 1 8 $ 1,278.00
General Billing 1 40 $ 4,769.00
Utility Billing CIS including Graphing Agent 1 168 $ 13,382.00 Utility Billing Meter Interface 1 28 $ 3,119.00
Civic Services
Enterprise Service Requests 1 64 $ 6,157.00
My Civic 1 80 $ 11,900.00
Resident Access 1 56 $ 11,050.00
Enterprise Asset Management
Asset Maintenance & Performance - Per User 60 224 $ 67,320.00 Asset Performance Implementation 1 128 $ 0.00
Content Management
Content Manager Core 1 48 $ 13,155.00
Data Insights
Enterprise Analytics and Reporting w Executive Insights 1 92 $ 23,769.00 Additional
DocuSign Signature Service - Annual Fee 1 16 $ 8,925.00 Enterprise Forms Processing Software (including Common Form Set) 1 0 $ 8,394.00 Subscription Fees
ACFR Statement Builder 1 32 $ 7,586.00
Sub-Total: $ 352,135.00
Less Discount: $ 105,667.00
TOTAL 2216 $ 246,468.00
Professional Services
Description Quantity Unit Price Ext Discount
Extended
Price Maintenance
Exhibit A
Schedule 2
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25% of Dedicated Project Manager (Monthly) 33 $ 8,800.00 $ 0.00 $ 290,400.00 $ 0.00 Executive Insights Implementation 1 $ 8,400.00 $ 0.00 $ 8,400.00 $ 0.00 P-Card Import Format 1 $ 5,500.00 $ 0.00 $ 5,500.00 $ 0.00 Conversions – See Detailed Breakdown Below $ 111,350.00 $ 0.00 Onsite Implementation 580 $ 225.00 $0.00 $ 130,500.00 $ 0.00 Remote Implementation 1636 $ 200.00 $0.00 $ 327,200.00 $ 0.00 TOTAL $ 873,350.00 $ 0.00
Payments
Use Case List Price Service % Min
Basis
Points Rate Cap POS Online IVR
Payments - Payer Card Cost - Service Fees
Enterprise ERP
Enterprise ERP Payments Parking Tickets/Permits 3.20% $ 2.50 X X Enterprise ERP Payments Finance 3.20% $ 2.50 X X
Enterprise ERP Payments Library 3.20% $ 2.50 X X
Utility Access Payments Utility Billing 3.20% $ 2.50 X X Payments - Other Fees
Enterprise ERP
Payer eCheck Cost $ 1.95
eCheck Rejects $ 5.00
Credit Card Chargebacks $ 15.00
Payer Card Cost - per card transaction with Visa, MasterCard, Discover, and American Express.

Payer eCheck Cost - Per electronic check transaction.

Credit Card Chargebacks – If a card payer disputes a transaction at the card issuing bank (e.g. stolen card) eCheck Reject - When an eCheck transaction comes back as declined (e.g bounced check) Exhibit A
Schedule 2
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3rd Party Hardware, Software and Services
Description Qty Unit Price
Unit
Discount Total Price
Unit
Maint/SaaS
Unit
Maint/SaaS
Discount
Total
Maint/SaaS
Cash Drawer 1 $ 260.00 $ 0.00 $ 260.00 $ 0.00 $ 0.00 $ 0.00 Hand Held Scanner - Model 1950GSR 3 $ 450.00 $ 0.00 $ 1,350.00 $ 0.00 $ 0.00 $ 0.00 Hand Held Scanner Stand 3 $ 30.00 $ 0.00 $ 90.00 $ 0.00 $ 0.00 $ 0.00 Printer (TM-S9000II) 1 $ 1,623.00 $ 0.00 $ 1,623.00 $ 0.00 $ 0.00 $ 0.00 Touchscreen 10: Barcode Reader 1 $ 2,510.00 $ 0.00 $ 2,510.00 $ 251.00 $ 0.00 $ 251.00 TOTAL $ 5,833.00 $ 251.00
Summary One Time Fees Recurring Fees
Total Tyler License Fees $ 0.00 $ 0.00
Total SaaS $ 0.00 $ 246,468.00
Total Tyler Services $ 873,350.00 $ 0.00
Total Third-Party Hardware, Software, Services $ 5,833.00 $ 251.00 Summary Total $ 879,183.00 $ 246,719.00
Contract Total $ 1,618,838.00
Estimated Travel Expenses excl in Contract
Total $ 49,500.00
Unless otherwise indicated in the contract or amendment thereto, pricing for optional items will be held For six (6) months from the Quote date or the Effective Date of the Contract, whichever is later.

Customer Approval: Date:

Print Name: P.O.#:

All Primary values quoted in US Dollars
Detailed Breakdown of Conversions (Included in Summary Total) Exhibit A
Schedule 2
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Description Qty Unit Price Unit Discount Extended Price Accounting
AC - Actuals up to 3 years 1 $ 1,500.00 $ 0.00 $ 1,500.00 AC - Budgets up to 3 years 1 $ 1,500.00 $ 0.00 $ 1,500.00 AC Standard COA 1 $ 2,000.00 $ 0.00 $ 2,000.00
Accounts Payable
AP - Checks up to 5 years 1 $ 3,500.00 $ 0.00 $ 3,500.00 AP - Invoice up to 5 years 1 $ 5,000.00 $ 0.00 $ 5,000.00 AP Standard Master 1 $ 1,800.00 $ 0.00 $ 1,800.00
Capital Assets
CA Std Master 1 $ 3,500.00 $ 0.00 $ 3,500.00
Content Management
Content Manager Core - Utility Billing - Standard - UB Account CIDs 1 $ 1,000.00 $ 0.00 $ 1,000.00 Contract Management
Contracts 1 $ 5,000.00 $ 0.00 $ 5,000.00
Enterprise Asset Management
AM - Closed WO History No Cost Data 1 $ 5,500.00 $ 0.00 $ 5,500.00 AM - WO History With Cost Data 1 $ 5,500.00 $ 0.00 $ 5,500.00 AM - Work Order Asset 1 $ 6,250.00 $ 0.00 $ 6,250.00
General Billing
GB - Bills up to 5 years 1 $ 4,500.00 $ 0.00 $ 4,500.00 GB - Recurring Invoices 1 $ 3,500.00 $ 0.00 $ 3,500.00
GB Std CID 1 $ 1,800.00 $ 0.00 $ 1,800.00
Payroll
HR Human Resources - PM Action History up to 5 years 1 $ 1,400.00 $ 0.00 $ 1,400.00 HR Human Resources - Position Control 1 $ 1,400.00 $ 0.00 $ 1,400.00 PR Payroll - Accrual Balances 1 $ 1,500.00 $ 0.00 $ 1,500.00 PR Payroll - Accumulators up to 5 years 1 $ 1,400.00 $ 0.00 $ 1,400.00 PR Payroll - Check History up to 5 years 1 $ 1,200.00 $ 0.00 $ 1,200.00 Exhibit A
Schedule 2
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PR Payroll - Deductions 1 $ 1,800.00 $ 0.00 $ 1,800.00
PR Payroll - Earning/Deduction Hist up to 5 years 1 $ 2,500.00 $ 0.00 $ 2,500.00 PR Payroll - Standard 1 $ 2,000.00 $ 0.00 $ 2,000.00
PR Payroll - State Retirement Tables 1 $ 1,400.00 $ 0.00 $ 1,400.00 Professional Services
Budget Detail Conversion 1 $ 4,000.00 $ 0.00 $ 4,000.00 Project & Grant Accounting
PG - Actuals up to 3 years 1 $ 1,500.00 $ 0.00 $ 1,500.00 PG - Budgets up to 3 years 1 $ 1,500.00 $ 0.00 $ 1,500.00 PGA Standard 1 $ 2,000.00 $ 0.00 $ 2,000.00
Purchasing
Purchasing - Standard 1 $ 3,000.00 $ 0.00 $ 3,000.00
Utility Billing
Utility Billing - Backflow 1 $ 2,000.00 $ 0.00 $ 2,000.00 Utility Billing - Balance Forward AR 1 $ 6,100.00 $ 0.00 $ 6,100.00 Utility Billing - Budget Billing 1 $ 4,100.00 $ 0.00 $ 4,100.00 Utility Billing - Consumption History up to 5 years 1 $ 3,000.00 $ 0.00 $ 3,000.00 Utility Billing - Flat Inventory/Containers 1 $ 4,100.00 $ 0.00 $ 4,100.00 Utility Billing - Option 2 Assessments 1 $ 1,800.00 $ 0.00 $ 1,800.00 Utility Billing - Service Orders 1 $ 3,100.00 $ 0.00 $ 3,100.00 Utility Billing - Services 1 $ 4,100.00 $ 0.00 $ 4,100.00 Utility Billing - Standard 1 $ 4,600.00 $ 0.00 $ 4,600.00 TOTAL $ 111,350.00
Optional Tyler SaaS and Related Services
Description Qty Imp. Hours Annual Fee
Exhibit A
Schedule 2
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Financial Management
Bid Management 1 32 $ 4,241.00
Human Resources Management
Advanced Scheduling - Up to 100 Employees 1 56 $ 6,261.00 Advanced Scheduling Mobile Access 1 0 $ 1,999.00
Recruiting 1 24 $ 2,270.00
Data Insights
Capital Projects Explorer 1 0 $ 9,350.00
Open Finance 1 0 $ 17,850.00
Additional
IVR Gateway 1 48 $ 3,947.00
Integrations
API Toolkit Bundle 1 48 $ 26,409.00
SnapLogic - Up to 5 Integrations 1 999 $ 3,400.00
Subscription Fees
Postal XPress (Lorton) Annual Subscription 1 0 $ 1,649.00 TOTAL: 1207 $ 77,376.00
Optional Tyler Annual Services
Description Qty Imp. Hours Annual Fee
Recurring Services
Managed Detection & Response 1 0 $ 30,000.00
TOTAL: 0 $ 30,000.00
Optional Professional Services
Description Quantity Unit Price Ext. Discount Extended Price Maintenance Change Management Guidance 1 $ 10,000.00 $ 0.00 $ 10,000.00 $ 0.00 Exhibit A
Schedule 2
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Configuration Postal Xpress (Lorton) 1 $ 1,275.00 $ 0.00 $ 1,275.00 $ 0.00 Install Fee - Capital Projects Explorer 1 $ 2,800.00 $ 0.00 $ 2,800.00 $ 0.00 Install Fee - Managed Detection & Response 1 $ 1,000.00 $ 0.00 $ 1,000.00 $ 0.00 Install Fee - Open Finance 1 $ 5,600.00 $ 0.00 $ 5,600.00 $ 0.00 Onsite Implementation 308 $ 225.00 $ 0.00 $ 69,300.00 $ 0.00 Remote Implementation 899 $ 200.00 $ 0.00 $ 179,800.00 $ 0.00 TOTAL $ 269,775.00 $ 0.00
Optional 3rd Party Hardware, Software and
Services
Description Qty Unit Price
Unit
Discount
Total Price
Unit
Maint/SaaS
Unit
Maint/SaaS
Discount
Total
Maint/SaaS
Pattern Stream Automated Document System -
Implementation 48 $ 185.00 $ 0.00 $ 8,880.00 $ 0.00 $ 0.00 $ 0.00 Pattern Stream Automated Document System -
SaaS 1 $ 0.00 $ 0.00 $ 0.00 $ 18,810.00 $ 0.00 $ 18,810.00 TOTAL $ 8,880.00 $ 18,810.00
Tyler Annual Discount Detail (Excludes Optional Products) Description Annual Fee
Annual Fee
Discount Annual Fee Net
Financial Management
Accounting $ 36,512.00 $ 10,954.00 $ 25,558.00
Accounts Payable $ 10,134.00 $ 3,040.00 $ 7,094.00
Budgeting $ 10,134.00 $ 3,040.00 $ 7,094.00
Capital Assets $ 8,798.00 $ 2,639.00 $ 6,159.00
Cash Management $ 6,961.00 $ 2,088.00 $ 4,873.00
Contract Management $ 4,193.00 $ 1,258.00 $ 2,935.00
Inventory $ 8,312.00 $ 2,494.00 $ 5,818.00
Project & Grant Accounting $ 7,077.00 $ 2,123.00 $ 4,954.00 Exhibit A
Schedule 2
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Purchasing $ 15,747.00 $ 4,724.00 $ 11,023.00
Vendor Access $ 8,245.00 $ 2,474.00 $ 5,771.00
Human Resources Management
Employee Expense Reimbursement $ 4,071.00 $ 1,221.00 $ 2,850.00 Human Resources & Talent Management $ 8,049.00 $ 2,415.00 $ 5,634.00 Payroll w/ESS $ 10,278.00 $ 3,083.00 $ 7,195.00
Time & Attendance - Up to 250 Employees $ 9,007.00 $ 2,702.00 $ 6,305.00 Time & Attendance Mobile Access $ 2,170.00 $ 651.00 $ 1,519.00 Revenue Management
Accounts Receivable $ 7,789.00 $ 2,337.00 $ 5,452.00
Cashiering $ 13,854.00 $ 4,156.00 $ 9,698.00
Central Property File $ 1,278.00 $ 383.00 $ 895.00
General Billing $ 4,769.00 $ 1,431.00 $ 3,338.00
Utility Billing CIS including Graphing Agent $ 13,382.00 $ 4,015.00 $ 9,367.00 Utility Billing Meter Interface $ 3,119.00 $ 936.00 $ 2,183.00 Civic Services
Enterprise Service Requests $ 6,157.00 $ 1,847.00 $ 4,310.00 My Civic $ 11,900.00 $ 3,570.00 $ 8,330.00
Resident Access $ 11,050.00 $ 3,315.00 $ 7,735.00
Enterprise Asset Management
Asset Maintenance & Performance - Per User $ 67,320.00 $ 20,220.00 $ 47,100.00 Asset Performance Implementation $ 0.00 $ 0.00 $ 0.00
Content Management
Content Manager Core $ 13,155.00 $ 3,947.00 $ 9,208.00
Data Insights
Enterprise Analytics and Reporting w Executive Insights $ 23,769.00 $ 7,132.00 $ 16,637.00 Additional
DocuSign Signature Service - Annual Fee $ 8,925.00 $ 2,678.00 $ 6,247.00 Enterprise Forms Processing Software (including Common
Form Set) $ 8,394.00 $ 2,518.00 $ 5,876.00
Subscription Fees
ACFR Statement Builder $ 7,586.00 $ 2,276.00 $ 5,310.00 TOTAL $ 352,135.00 $ 105,667.00 $ 246,468.00
Comments
Tyler's quote contains estimates of the amount of services needed, based on our preliminary understanding of the scope, level of engagement, and Exhibit A
Schedule 2
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timeline as defined in the Statement of Work (SOW) for your project. The actual amount of services required may vary, based on these factors.

Tyler's pricing is based on the scope of proposed products and services contracted from Tyler. Should portions of the scope of products or services be altered by the Client, Tyler reserves the right to adjust prices for the remaining scope accordingly.

Unless otherwise noted, prices submitted in the quote do not include travel expenses incurred in accordance with Tyler's then-current Business Travel Policy.

Tyler's prices do not include applicable local, city or federal sales, use excise, personal property or other similar taxes or duties, which you are responsible for determining and remitting. Installations are completed remotely but can be done onsite upon request at an additional cost.

In the event Client cancels services less than two (2) weeks in advance, Client is liable to Tyler for (i) all non-refundable expenses incurred by Tyler on Client's behalf; and (ii) daily fees associated with the cancelled services if Tyler is unable to re-assign its personnel.

The Implementation Hours included in this quote assume a work split effort of 70% Client and 30% Tyler.

Implementation Hours are scheduled and delivered in four (4) or eight (8) hour increments.

Tyler provides onsite training for a maximum of 12 people per class. In the event that more than 12 users wish to participate in a training class or more than one occurrence of a class is needed, Tyler will either provide additional days at then-current rates for training or Tyler will utilize a Train-theTrainer approach whereby the client designated attendees of the initial training can thereafter train the remaining users.

As a new Tyler client, you are entitled to a 14-day or a 30-day trial of the Managed Detection and Response cybersecurity service. Please reference https://www.tylertech.com/services/tyler-detect for more information on the service and contact [email protected] to initiate the trial.

Tyler currently supports the following identity providers (IdP's) for use with Tyler back-office solutions: Microsoft Active Directory through Azure AD, ADFS or Okta AD agent, Google Cloud Identity, Okta, and Identity Automation Rapid Identity. Any requirement by you to use an IdP not supported by Tyler will require additional costs, available upon request.

Content Manager SE includes up to 1TB of storage. Should additional storage be needed it may be purchased as needed at an annual fee of $5,000 per TB.

The SaaS fees for product that are not named users are based on 100 concurrent users. Should the number of concurrent users be exceeded, Tyler reserves the right to re-negotiate the SaaS fees based upon any resulting changes in the pricing categories.

Financial library includes: standard A/P check, standard EFT/ACH, standard Purchase order, standard Contract, 1099M, 1099INT, 1099S, 1099NEC and 1099G.

Exhibit A
Schedule 2
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General Billing library includes: standard invoice, standard statement, standard general billing receipt and standard miscellaneous receipt.

Personnel Actions Forms Library includes: standard Personnel Action form - New and standard Personnel Action Form - Change.

Each API Toolkit or Connector comes with 8 free hours of API Development Consulting hours. Each API Bundle comes with 16 free API Development Consulting hours. Additional hours can be purchased beyond this standard offering.

Your use of Tyler Payments and any related items included on this order is subject to the terms found at:
https://www.tylertech.com/terms/payment-card-processing-agreement. By signing this order or the agreement in which it is included, you agree you have read, understand, and agree to such terms. Please see attached Tyler Payments fee schedule.

Payroll library includes: standard PR check, standard direct deposit, standard vendor from payroll check, standard vendor from payroll direct deposit, W2, W2c, ACA 1095B, ACA 1095C and 1099 R.

Your rights, and the rights of any of your end users, to use Tyler’s Data & Insights SaaS Services, or certain Tyler solutions which include Tyler’s Data & Insights data platform, are subject to the Terms of Services, available at https://www.tylertech.com/terms/data-insights-saas-servicesterms-of-service. By signing this sales quotation, or accessing, installing, or using any of the Tyler solutions listed at the linked terms, you certify that you have reviewed, understand, and agree to said terms.

In the event Client acquires from Tyler any edition of Content Manager software other than Enterprise Edition, the license for Content Manager is restricted to use with Tyler applications only. If Client wishes to use Content Manager software with non-Tyler applications, Client must purchase or upgrade to Content Manager Enterprise Edition.

For the avoidance of doubt, Managed Detection & Response is a subscription service, not SaaS. Notwithstanding the foregoing language, payment of annual subscription fees for Managed Detection & Response commence on the availability of the service. Managed Detection & Response services will renew automatically for additional one (1) year terms, and subsequent subscription fees are due annually in advance on the anniversary of the availability date at our then-current rates. Pricing is based on client's current network size as defined by their entity size.

Any material increases of network size may result in additional fees being assessed for the Managed Detection & Response service upon renewal. The quoted Managed Detection & Response amount does not include monitoring of student devices nor analysis of student network traffic. Tyler can quote an additional fee for these services.

Utility Billing CIS includes the Graphing Agent. Utility billing library includes: standard Utility bill, standard UB receipt, standard UB delinquent notice, standard door hanger and standard final utility bill.

Exhibit A
Schedule 2
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Your acquisition of clocks and/or clock maintenance is subject to the following terms: https://www.tylertech.com/terms/executime-clock-terms.

DocuSign Signature Service refers to the interface between Tyler software and DocuSigns services. It does not include or take the place of DocuSigns proprietary products. Clients are required to provide certain DocuSign account information for implementation and to maintain its DocuSign account in order to use the interface. Clients who do not have a current DocuSign account can email [email protected] for more information or to begin the process of obtaining an account.

Exhibit A
Schedule 2
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Exhibit B
1 Exhibit B
Invoicing and Payment Policy
Tyler will provide Client with the software and services set forth in the Investment Summary of the Agreement. Capitalized terms not otherwise defined will have the meaning assigned to such terms in the Agreement.

Invoicing: Tyler will invoice Client for the applicable software and services in the Investment Summary as set forth below. Client’s rights to dispute any invoice are set forth in the Agreement.

1. SaaS Fees. SaaS Fees are invoiced on a quarterly basis during the initial three (3) year term in accordance with the payment schedule below. Client’s annual SaaS fees for the initial term are set forth in the Investment Summary. Upon expiration of the initial term, Client’s annual SaaS fees will be invoiced annually on January 1 at Tyler’s then-current rates. Notwithstanding the foregoing, SaaS fees will not increase more than three percent (3%) on an annualized basis for the first three (3) annual renewal terms (Years four (4) through six (6)). Subsequent SaaS fees from year seven (7) on will be at Tyler’s then-current rates.

Payment Date Payment Amount
1/1/23 $36,474.00
4/1/23 $36,474.00
7/1/23 $67,880.75
10/1/23 $67,880.75
1/1/24 $67,880.75
4/1/24 $67,880.75
7/1/24 $75,008.25
10/1/24 $75,008.25
1/1/25 $87,860.75
4/1/25 $87,860.75
7/1/25 $87,860.75
10/1/25 $87,860.75

2. Other Tyler Software and Services.

2.1 VPN Device: The fee for the VPN device, if any, will be invoiced upon installation of the VPN.

2.2 Implementation and Other Professional Services (including training): Implementation and other professional services (including training) are billed and invoiced as delivered, at the rates set forth in the Investment Summary. Notwithstanding anything to the contrary in the Agreement, Tyler shall withhold billing and invoicing of ten percent (10%) of the fees for DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 42
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Exhibit B
2 implementation services delivered during a Phase until the earlier of (i) the Live Date of the applicable Phase or (ii) the Live Date for that Phase as listed in the revised Statement of Work as part of initial planning expected within 30 days of implementation kick-off.

2.3 Consulting Services: If Client has purchased any Business Process Consulting services, if they have been quoted as fixed-fee services, they will be invoiced 50% upon Client’s acceptance of the Best Practice Recommendations, by module, and 50% upon Client’s acceptance of custom desktop procedures, by module. If Client has purchased any Business Process Consulting services and they are quoted as an estimate, then Tyler will bill Client the actual services delivered on a time and materials basis.

2.4 Conversions: Fixed-fee conversions are invoiced 50% upon initial delivery of the converted Data, by conversion option, and 50% upon Client acceptance to load the converted Data into Live/Production environment, by conversion option. Where conversions are quoted as estimated, Tyler will bill Client the actual services delivered on a time and materials basis.

2.5 Requested Modifications to the Tyler Software: Requested modifications to the Tyler Software are invoiced 50% upon delivery of specifications and 50% upon delivery of the applicable modification. Client must report any failure of the modification to conform to the specifications within thirty (30) days of delivery; otherwise, the modification will be deemed to be in compliance with the specifications after the 30-day window has passed. Client may still report Defects to Tyler as set forth in this Agreement.

2.6 Other Fixed Price Services: Other fixed price services are invoiced as delivered, at the rates set forth in the Investment Summary. For the avoidance of doubt, where “Project Planning Services” are provided, payment will be due upon delivery of the Implementation Planning document. Dedicated Project Management services, if any, will be billed monthly in arrears, beginning on the first day of the month immediately following initiation of project planning.

2.7 Annual Services: Unless otherwise indicated in this Exhibit B, fees for annual services are due annually, in advance, commencing on the availability of the service. Client’s annual fees for the initial term are set forth in the Investment Summary. Upon expiration of the initial term, Client’s annual fees will be at Tyler’s then-current rates.

3. Third Party Products.

3.1 Third Party Software License Fees: License fees for Third Party Software, if any, are invoiced when Tyler makes it available to Client for downloading.

3.2 Third Party Software Maintenance: The first year maintenance for the Third Party Software is invoiced when Tyler makes it available to Client for downloading.

3.3 Third Party Hardware: Third Party Hardware costs, if any, are invoiced upon delivery.

3.4 Third Party Services: Fees for Third Party Services, if any, are invoiced as delivered, along with applicable expenses, at the rates set forth in the Investment Summary.

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Exhibit B
3 3.5 Third Party SaaS: Third Party SaaS Services fees, if any, are invoiced annually, in advance, commencing with availability of the respective Third Party SaaS Services. Pricing for the first year of Third Party SaaS Services is indicated in the Investment Summary. Pricing for subsequent years will be at the respective third party’s then-current rates.

4. Transaction Fees. Unless paid directly by an end user at the time of transaction, per transaction (call, message, etc.) fees are invoiced on a quarterly basis. Fees are indicated in Schedule A and may be increased by Tyler upon notice of no less than thirty (30) days.

5. Expenses. The service rates in the Investment Summary do not include travel expenses.

Expenses for Tyler delivered services will be billed as incurred and only in accordance with Tyler’s then-current Business Travel Policy, plus a 10% travel agency processing fee. Tyler’s current Business Travel Policy is attached to this Exhibit B as Schedule 1. Copies of receipts will be provided upon request; Tyler reserves the right to charge Client an administrative fee depending on the extent of Client’s requests. Receipts for miscellaneous items less than twentyfive dollars and mileage logs are not available.

Payment. Payment for undisputed invoices is due within forty-five (45) days of the invoice date. Tyler prefers to receive payments electronically. Tyler’s electronic payment information is available by contacting [email protected].

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Exhibit B
Schedule 1
1 Exhibit B
Schedule 1
Business Travel Policy

1. Air Travel

A. Reservations & Tickets

The Travel Management Company (TMC) used by Tyler will provide an employee with a direct flight within two hours before or after the requested departure time, assuming that flight does not add more than three hours to the employee’s total trip duration and the fare is within $100 (each way) of the lowest logical fare. If a net savings of $200 or more (each way) is possible through a connecting flight that is within two hours before or after the requested departure time and that does not add more than three hours to the employee’s total trip duration, the connecting flight should be accepted.

Employees are encouraged to make advanced reservations to take full advantage of discount opportunities. Employees should use all reasonable efforts to make travel arrangements at least two (2) weeks in advance of commitments. A seven (7) day advance booking requirement is mandatory. When booking less than seven (7) days in advance, management approval will be required.

Except in the case of international travel where a segment of continuous air travel is six (6) or more consecutive hours in length, only economy or coach class seating is reimbursable. Employees shall not be reimbursed for “Basic Economy Fares” because these fares are non-refundable and have many restrictions that outweigh the cost-savings.

B. Baggage Fees

Reimbursement of personal baggage charges are based on trip duration as follows:

• Up to five (5) days = one (1) checked bag
• Six (6) or more days = two (2) checked bags

Baggage fees for sports equipment are not reimbursable.

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Exhibit B
Schedule 1
2 2. Ground Transportation

A. Private Automobile

Mileage Allowance – Business use of an employee’s private automobile will be reimbursed at the current IRS allowable rate, plus out of pocket costs for tolls and parking. Mileage will be calculated by using the employee's office as the starting and ending point, in compliance with IRS regulations.

Employees who have been designated a home office should calculate miles from their home.

B. Rental Car
Employees are authorized to rent cars only in conjunction with air travel when cost, convenience, and the specific situation reasonably require their use. When renting a car for Tyler business, employees should select a “mid-size” or “intermediate” car. “Full” size cars may be rented when three or more employees are traveling together. Tyler carries leased vehicle coverage for business car rentals; except for employees traveling to Alaska and internationally (excluding Canada), additional insurance on the rental agreement should be declined.

C. Public Transportation

Taxi or airport limousine services may be considered when traveling in and around cities or to and from airports when less expensive means of transportation are unavailable or impractical. The actual fare plus a reasonable tip (15-18%) are reimbursable. In the case of a free hotel shuttle to the airport, tips are included in the per diem rates and will not be reimbursed separately.

D. Parking & Tolls

When parking at the airport, employees must use longer term parking areas that are measured in days as opposed to hours. Park and fly options located near some airports may also be used. For extended trips that would result in excessive parking charges, public transportation to/from the airport should be considered. Tolls will be reimbursed when receipts are presented.

3. Lodging

Tyler’s TMC will select hotel chains that are well established, reasonable in price, and conveniently located in relation to the traveler's work assignment. Typical hotel chains include Courtyard, Fairfield Inn, Hampton Inn, and Holiday Inn Express. If the employee has a discount rate with a local hotel, the hotel reservation should note that discount and the employee should confirm the lower rate with the hotel upon arrival. Employee memberships in travel clubs such as AAA should be noted in their travel profiles so that the employee can take advantage of any lower club rates.

“No shows” or cancellation fees are not reimbursable if the employee does not comply with the hotel’s cancellation policy.

Tips for maids and other hotel staff are included in the per diem rate and are not reimbursed separately.

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Exhibit B
Schedule 1
3 Employees are not authorized to reserve non-traditional short-term lodging, such as Airbnb, VRBO, and HomeAway. Employees who elect to make such reservations shall not be reimbursed.

4. Meals and Incidental Expenses

Employee meals and incidental expenses while on travel status within the continental U.S. are in accordance with the federal per diem rates published by the General Services Administration.

Incidental expenses include tips to maids, hotel staff, and shuttle drivers and other minor travel expenses. Per diem rates are available at www.gsa.gov/perdiem.

Per diem for Alaska, Hawaii, U.S. protectorates and international destinations are provided separately by the Department of State and will be determined as required.

A. Overnight Travel
For each full day of travel, all three meals are reimbursable. Per diems on the first and last day of a trip are governed as set forth below.

Departure Day

Depart before 12:00 noon Lunch and dinner
Depart after 12:00 noon

Return Day

Dinner
Return before 12:00 noon Breakfast
Return between 12:00 noon & 7:00 p.m. Breakfast and lunch Return after 7:00 p.m.* Breakfast, lunch and dinner

*7:00 p.m. is defined as direct travel time and does not include time taken to stop for dinner.

The reimbursement rates for individual meals are calculated as a percentage of the full day per diem as follows:

Breakfast 15%
Lunch 25%
Dinner 60%

B. Same Day Travel

Employees traveling at least 100 miles to a site and returning in the same day are eligible to claim lunch on an expense report. Employees on same day travel status are eligible to claim dinner in the event they return home after 7:00 p.m.*

*7:00 p.m. is defined as direct travel time and does not include time taken to stop for dinner.

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Exhibit B
Schedule 1
4 5. Internet Access – Hotels and Airports

Employees who travel may need to access their e-mail at night. Many hotels provide free high speed internet access and Tyler employees are encouraged to use such hotels whenever possible. If an employee’s hotel charges for internet access it is reimbursable up to $10.00 per day. Charges for internet access at airports are not reimbursable.

6. International Travel
All international flights with the exception of flights between the U.S. and Canada should be reserved through TMC using the “lowest practical coach fare” with the exception of flights that are six (6) or more consecutive hours in length. In such event, the next available seating class above coach shall be reimbursed.

When required to travel internationally for business, employees shall be reimbursed for photo fees, application fees, and execution fees when obtaining a new passport book, but fees related to passport renewals are not reimbursable. Visa application and legal fees, entry taxes and departure taxes are reimbursable.

The cost of vaccinations that are either required for travel to specific countries or suggested by the U.S. Department of Health & Human Services for travel to specific countries, is reimbursable.

Section 4, Meals & Incidental Expenses, and Section 2.b., Rental Car, shall apply to this section.

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Exhibit C
1 Exhibit C
Service Level Agreement
I. Agreement Overview
This SLA operates in conjunction with, and does not supersede or replace any part of, the Agreement. It outlines the information technology service levels that we will provide to you to ensure the availability of the application services that you have requested us to provide. This SLA does not apply to any Third Party SaaS Services. All other support services are documented in the Support Call Process.

II. Definitions. Except as defined below, all defined terms have the meaning set forth in the Agreement.

Actual Attainment: The percentage of time the Tyler Software is available during a calendar quarter, calculated as follows: (Service Availability – Downtime) ÷ Service Availability.

Client Error Incident: Any service unavailability resulting from your applications, content or equipment, or the acts or omissions of any of your service users or third-party providers over whom we exercise no control.

Downtime: Those minutes during Service Availability, as defined below, when all users cannot launch, login, search or save primary data in the Tyler Software. Downtime does not include those instances in which only a Defect is present.

Emergency Maintenance: (1) maintenance that is required to patch a critical security vulnerability; (2) maintenance that is required to prevent an imminent outage of Service Availability; or (3) maintenance that is mutually agreed upon in writing by Tyler and the Client.

Planned Downtime: Downtime that occurs during a Standard or Emergency Maintenance window.

Service Availability: The total number of minutes in a calendar quarter that the Tyler Software is capable of receiving, processing, and responding to requests, excluding Planned Downtime, Client Error Incidents, denial of service attacks and Force Majeure.

Standard Maintenance: Routine maintenance to the Tyler Software and infrastructure. Standard Maintenance is limited to five (5) hours per week.

III. Service Availability
a. Your Responsibilities
Whenever you experience Downtime, you must make a support call according to the procedures outlined in the Support Call Process. You will receive a support case number. b. Our Responsibilities
When our support team receives a call from you that Downtime has occurred or is occurring, we will work with you to identify the cause of the Downtime (including whether it may be the result of Planned DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 49
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Exhibit C
2 Downtime, a Client Error Incident, Denial of Service attack or Force Majeure). We will also work with you to resume normal operations.
c. Client Relief
Our targeted Attainment Goal is 100%. You may be entitled to credits as indicated in the Client Relief Schedule found below. Your relief credit is calculated as a percentage of the SaaS fees paid for the calendar quarter.

In order to receive relief credits, you must submit a request through one of the channels listed in our Support Call Process within fifteen days (15) of the end of the applicable quarter. We will respond to your relief request within thirty (30) day(s) of receipt.

The total credits confirmed by us will be applied to the SaaS Fee for the next billing cycle. Issuing of such credit does not relieve us of our obligations under the Agreement to correct the problem which created the service interruption.

Client Relief Schedule
Actual Attainment Client Relief

99.99% - 99.50% Remedial action will be taken

99.49% - 98.50% 2%

98.49% - 97.50% 4%

97.49% - 96.50% 6%

96.49% - 95.50% 8%
Below 95.50% 10%
* Notwithstanding language in the Agreement to the contrary, Recovery Point Objective is one (1) hour.

IV. Maintenance Notifications
We perform Standard Maintenance during limited windows that are historically known to be reliably low-traffic times. If and when maintenance is predicted to occur during periods of higher traffic, we will provide advance notice of those windows and will coordinate to the greatest extent possible with you.

Not all maintenance activities will cause application unavailability. However, if Tyler anticipates that activities during a Standard or Emergency Maintenance window may make the Tyler Software unavailable, we will provide advance notice, as reasonably practicable that the Tyler Software will be unavailable during the maintenance window.

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Exhibit C
Schedule 1
1 Exhibit C
Schedule 1
Support Call Process
Support Channels
Tyler Technologies, Inc. provides the following channels of software support for authorized users*:
(1) On-line submission (portal) – for less urgent and functionality-based questions, users may create support incidents through the Tyler Customer Portal available at the Tyler Technologies website.

A built-in Answer Panel provides users with resolutions to most “how-to” and configurationbased questions through a simplified search interface with machine learning, potentially eliminating the need to submit the support case.
(2) Email – for less urgent situations, users may submit emails directly to the software support group.
(3) Telephone – for urgent or complex questions, users receive toll-free, telephone software support.
* Channel availability may be limited for certain applications.

Support Resources
A number of additional resources are available to provide a comprehensive and complete support experience:
(1) Tyler Website – www.tylertech.com – for accessing client tools, documentation, and other information including support contact information.
(2) Tyler Search -a knowledge based search engine that lets you search multiple sources simultaneously to find the answers you need, 24x7.
(3) Tyler Community –provides a venue for all Tyler clients with current maintenance agreements to collaborate with one another, share best practices and resources, and access documentation. (4) Tyler University – online training courses on Tyler products.

Support Availability
Tyler Technologies support is available during the local business hours of 8 AM to 5 PM (Monday – Friday) across four US time zones (Pacific, Mountain, Central and Eastern). Tyler’s holiday schedule is outlined below. There will be no support coverage on these days.

New Year’s Day Labor Day
Martin Luther King, Jr. Day Thanksgiving Day
Memorial Day Day after Thanksgiving
Independence Day Christmas Day
For support teams that provide after-hours service, we will provide you with procedures for contacting support staff after normal business hours for reporting Priority Level 1 Defects only. Upon receipt of DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 51
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Exhibit C
Schedule 1
2 such a Defect notification, we will use commercially reasonable efforts to meet the resolution targets set forth below.

We will also make commercially reasonable efforts to be available for one pre-scheduled Saturday of each month to assist your IT staff with applying patches and release upgrades, as well as consulting with them on server maintenance and configuration of the Tyler Software environment.

Incident Handling
Incident Tracking
Every support incident is logged into Tyler’s Customer Relationship Management System and given a unique case number. This system tracks the history of each incident. The case number is used to track and reference open issues when clients contact support. Clients may track incidents, using the case number, through Tyler’s Customer Portal or by calling software support directly.

Incident Priority
Each incident is assigned a priority level, which corresponds to the Client’s needs. Tyler and the Client will reasonably set the priority of the incident per the chart below. This chart is not intended to address every type of support incident, and certain “characteristics” may or may not apply depending on whether the Tyler software has been deployed on customer infrastructure or the Tyler cloud. The goal is to help guide the Client towards clearly understanding and communicating the importance of the issue and to describe generally expected response and resolution targets in the production environment only.

References to a “confirmed support incident” mean that Tyler and the Client have successfully validated the reported Defect/support incident.

Priority
Level Characteristics of Support Incident Resolution Targets* 1 Critical
Support incident that causes (a)
complete application failure or
application unavailability; (b)
application failure or unavailability in
one or more of the client’s remote
location; or (c) systemic loss of
multiple essential system functions.

Tyler shall provide an initial response to Priority Level 1 incidents within one (1) business hour of receipt of
the incident. Once the incident has been confirmed,
Tyler shall use commercially reasonable efforts to
resolve such support incidents or provide a
circumvention procedure within one (1) business
day. For non-hosted customers, Tyler’s responsibility
for lost or corrupted data is limited to assisting the
Client in restoring its last available database.

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Exhibit C
Schedule 1
3 Priority
Level Characteristics of Support Incident Resolution Targets* 2 High
Support incident that causes (a)
repeated, consistent failure of
essential functionality affecting more
than one user or (b) loss or corruption
of data.

Tyler shall provide an initial response to Priority Level 2 incidents within four (4) business hours of receipt of the incident. Once the incident has been confirmed,
Tyler shall use commercially reasonable efforts to
resolve such support incidents or provide a
circumvention procedure within ten (10) business
days. For non-hosted customers, Tyler’s
responsibility for loss or corrupted data is limited to assisting the Client in restoring its last available
database.
3 Medium
Priority Level 1 incident with an
existing circumvention procedure, or
a Priority Level 2 incident that affects
only one user or for which there is an
existing circumvention procedure.

Tyler shall provide an initial response to Priority Level 3 incidents within one (1) business day of receipt of
the incident. Once the incident has been confirmed,
Tyler shall use commercially reasonable efforts to
resolve such support incidents without the need for a
circumvention procedure with the next published
maintenance update or service pack, which shall
occur at least quarterly. For non-hosted customers,
Tyler’s responsibility for lost or corrupted data is
limited to assisting the Client in restoring its last
available database.
4 Noncritical
Support incident that causes failure of
non-essential functionality or a
cosmetic or other issue that does not
qualify as any other Priority Level.

Tyler shall provide an initial response to Priority Level 4 incidents within two (2) business days of receipt of
the incident. Once the incident has been confirmed,
Tyler shall use commercially reasonable efforts to
resolve such support incidents, as well as cosmetic
issues, with a future version release.
*Response and Resolution Targets may differ by product or business need Incident Escalation
If Tyler is unable to resolve any priority level 1 or 2 defect as listed above or the priority of an issue has elevated since initiation, you may escalate the incident to the appropriate resource, as outlined by each product support team. The corresponding resource will meet with you and any Tyler staff to establish a mutually agreeable plan for addressing the defect.

Remote Support Tool
Some support calls may require further analysis of the Client’s database, processes or setup to diagnose a problem or to assist with a question. Tyler will, at its discretion, use an industry-standard remote support tool. Tyler’s support team must have the ability to quickly connect to the Client’s system and view the site’s setup, diagnose problems, or assist with screen navigation. More information about the remote support tool Tyler uses is available upon request.

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Exhibit D
1 Exhibit D
Third Party Terms

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Exhibit D
Schedule 1
1 Exhibit D
Schedule 1
Hyperlinked Terms
ThinPrint Terms. Your use of Tyler Forms software and forms is subject to the End User License Agreement terms for ThinPrint Engine, ThinPrint License Server, and Connected Gateway found here: https://www.thinprint.com/en/legal-notes/eula/. By signing a Tyler Agreement or Order Form, or accessing, installing, or using Tyler Forms software or forms, you agree that you have read, understood, and agree to such terms.

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Exhibit D
Schedule 2
1 Exhibit D
Schedule 2
DocOrigin Terms

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Exhibit D
Schedule 2
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Exhibit D
Schedule 2
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Schedule 2
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Exhibit D
Schedule 2
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Schedule 2
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Exhibit E
1 Exhibit E
Statement of Work
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Exhibit E
Schedule 1
1 Exhibit E
Schedule 1
EnerGov Statement of Work
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City of Glendora
SOW from Tyler Technologies, Inc.
10/5/2022
Presented to:

Jeff Kugel
116 E. Foothill Blvd
Glendora, CA 91741
Contact:

Chuck Newberry
Email: [email protected]
2530 Sever Road, Suite 200, Lawrenceville, GA 30043
Exhibit E
Schedule 1
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Table of Contents
PART 1: EXECUTIVE SUMMARY ............................................................................................................... 1 Project Overview ............................................................................................................................. 1 Introduction ........................................................................................................................................ 1 Project Goals ....................................................................................................................................... 1 Methodology ....................................................................................................................................... 1 PART 2: PROJECT FOUNDATION ............................................................................................................. 3 Project Governance ......................................................................................................................... 3 Project Scope Control ...................................................................................................................... 4 Managing Scope and Project Change ................................................................................................. 4 Change Control ................................................................................................................................... 4 Change Request Management ............................................................................................................ 4 Acceptance Process ......................................................................................................................... 6 Roles and Responsibilities ................................................................................................................ 6 Tyler Roles & Responsibilities ............................................................................................................. 6 Tyler Executive Manager ............................................................................................................. 7 Tyler Implementation Manager .................................................................................................. 7 Tyler Project Manager ................................................................................................................. 7 Tyler Implementation Consultant ............................................................................................... 8 Tyler Sales ................................................................................................................................... 9 Tyler Technical Services .............................................................................................................. 9 City of Glendora Roles & Responsibilities ........................................................................................... 9 City of Glendora Executive Sponsor ............................................................................................ 9 City of Glendora Steering Committee ....................................................................................... 10 City of Glendora Project Manager ............................................................................................ 10 City of Glendora Functional Leads ............................................................................................ 11 City of Glendora Power Users ................................................................................................... 12 City of Glendora End Users ....................................................................................................... 12 City of Glendora Technical Lead................................................................................................ 13 City of Glendora Change Management Lead ............................................................................ 13 PART 3: PROJECT PLAN ........................................................................................................................... 14 Project Stages ................................................................................................................................. 14 Initiate and Plan ................................................................................................................................ 15 Initial Coordination ................................................................................................................... 15 Project/Phase Planning ............................................................................................................. 16 Infrastructure Planning ............................................................................................................. 17 Exhibit E
Schedule 1
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Stakeholder Meeting ................................................................................................................. 18 GIS Preparation ......................................................................................................................... 19 Control Point 1: Initiate & Plan Stage Acceptance .................................................................... 20 Assess & Define ................................................................................................................................. 21 Solution Orientation.................................................................................................................. 21 Current & Future State Analysis ................................................................................................ 21 Conversion Assessment ............................................................................................................ 23 Intentionally left blank. ................................................................. Error! Bookmark not defined.

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Control Point 2: Assess & Define Stage Acceptance ................................................................. 24 Prepare Solution ............................................................................................................................... 24 Initial System Deployment ........................................................................................................ 24 Configuration ............................................................................................................................ 25 Process Refinement .................................................................................................................. 27 Conversion Delivery .................................................................................................................. 28 Intentionally left blank. ................................................................. Error! Bookmark not defined.

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Control Point 3: Prepare Solution Stage Acceptance ................................................................ 30 Production Readiness ....................................................................................................................... 30 Solution Validation .................................................................................................................... 30 Go-Live Readiness ..................................................................................................................... 31 End User Training ...................................................................................................................... 32 Control Point 4: Production Readiness Stage Acceptance ........................................................ 34 Production ......................................................................................................................................... 34 Go-Live ...................................................................................................................................... 34 Transition to Client Services ...................................................................................................... 36 Post Go-Live Activities ............................................................................................................... 37 Control Point 5: Production Stage Acceptance ......................................................................... 37 Close .................................................................................................................................................. 38 Phase Closeout .......................................................................................................................... 38 Project Closeout ........................................................................................................................ 39 Control Point 6: Close Stage Acceptance .................................................................................. 40 General Assumptions ...................................................................................................................... 40 Project ............................................................................................................................................... 40 Organizational Change Management ............................................................................................... 41 Resources and Scheduling ................................................................................................................ 41 Data ................................................................................................................................................... 41 Facilities............................................................................................................................................. 42 Glossary ......................................................................................................................................... 43 PART 4: APPENDICES ............................................................................................................................... 46 Conversion .............................................................................................Error! Bookmark not defined.

Exhibit E
Schedule 1
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Additional Appendices ................................................................................................................ 54 Intentionally left blank. ..................................................................................................................... 54 Project Timeline .......................................................................................................................... 55 Enterprise Permitting & Licensing 16 Month Timeline ..................................................................... 55

Exhibit E
Schedule 1
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Part 1: Executive Summary
Project Overview
Introduction
Tyler Technologies (“Tyler”) is the largest and most established provider of integrated software and technology services focused solely on the public sector. Tyler’s end-to-end solutions empower public sector entities including local, state, provincial and federal government, to operate more efficiently and connect more transparently with their constituents and with each other. By connecting data and processes across disparate systems, Tyler’s solutions transform how clients gain actionable insights that solve problems in their communities.

Project Goals
This Statement of Work (“SOW”) documents the methodology, implementation stages, activities, and roles and responsibilities, and project scope listed in the Investment Summary of the Agreement between Tyler and the City of Glendora (collectively the “Project”).

The overall goals of the project are to:
 Successfully implement the contracted scope on time and on budget  Increase operational efficiencies and empower users to be more productive  Improve accessibility and responsiveness to external and internal customer needs  Overcome current challenges and meet future goals
 Providing a single, comprehensive, and integrated solution to manage business functions  Streamline business processes through automation, integration, and workflows  Provide a user-friendly user interface to promote system use and productivity  Eliminate redundant data entry
Methodology
This is accomplished by the City of Glendora and Tyler working as a partnership and Tyler utilizing its depth of implementation experience. While each Project is unique, all will follow Tyler’s six-stage methodology. Each of the six stages is comprised of multiple work packages, and each work package includes a narrative description, objectives, tasks, inputs, outputs/deliverables, assumptions, and a responsibility matrix.

Tailored specifically for Tyler’s public sector clients, the project methodology contains Stage Acceptance Control Points throughout each Phase to ensure adherence to scope, budget, timeline controls, effective communications, and quality standards. Clearly defined, the project methodology repeats consistently across Phases, and is scaled to meet the City of Glendora’s complexity and organizational needs.

Exhibit E
Schedule 1
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The methodology adapts to both single-phase and multiple-phase projects.

To achieve Project success, it is imperative that both the City of Glendora and Tyler commit to including the necessary leadership and governance. During each stage of the Project, it is expected that the City of Glendora and Tyler Project teams work collaboratively to complete tasks. An underlying principle of Tyler’s Implementation process is to employ an iterative model where the City of Glendora’s business processes are assessed, configured, validated, and refined cyclically in line with the project budget. This approach is used in multiple stages and work packages as illustrated in the graphic below.

The delivery approach is systematic, which reduces variability and mitigates risks to ensure Project success. As illustrated, some stages, along with work packages and tasks, are intended to be overlapping by nature to complete the Project efficiently and effectively.

Exhibit E
Schedule 1
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Part 2: Project Foundation
Project Governance
Project governance is the management framework within which Project decisions are made. The role of Project governance is to provide a decision-making approach that is logical, robust, and repeatable. This allows organizations to have a structured approach for conducting its daily business in addition to project related activities.

This section outlines the resources required to meet the business needs, objectives, and priorities for the Project, communicate the goals to other Project participants, and provide support and guidance to accomplish these goals. Project governance defines the structure for escalation of issues and risks, Change Control review and authority, and Organizational Change Management activities. Throughout the Statement of Work Tyler has provided RACI Matrices for activities to be completed throughout the implementation which will further outline responsibilities of different roles in each stage. Further refinement of the governance structure, related processes, and specific roles and responsibilities occurs during the Initiate & Plan Stage.

The chart below illustrates an overall team perspective where Tyler and the City of Glendora collaborate to resolve Project challenges according to defined escalation paths. If project managers do not possess authority to determine a solution, resolve an issue, or mitigate a risk, Tyler implementation management and the City of Glendora Steering Committee become the escalation points to triage responses prior to escalation to the City of Glendora and Tyler executive sponsors. As part of the escalation process, each Project governance tier presents recommendations and supporting information to facilitate knowledge transfer and issue resolution.

The City of Glendora and Tyler executive sponsors serve as the final escalation point.

Exhibit E
Schedule 1
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Project Scope Control
Managing Scope and Project Change
Project Management governance principles contend that there are three connected constraints on a Project:
budget, timeline, and scope. These constraints, known as the “triple constraints” or project management triangle, define budget in terms of financial cost, labor costs, and other resource costs. Scope is defined as the work performed to deliver a product, service or result with the specified features and functions, while time is simply defined as the schedule. The Triple Constraint theory states that if you change one side of the triangle, the other two sides must be correspondingly adjusted. For example, if the scope of the Project is increased, cost and time to complete will also need to increase. The Project and executive teams will need to remain cognizant of these constraints when making impactful decisions to the Project. A simple illustration of this triangle is included here, showing the connection of each item and their relational impact to the overall Scope.

A pillar of any successful project is the ability to properly manage scope while allowing the appropriate level of flexibility to incorporate approved changes. Scope and changes within the project will be managed using the change control process outlined in the following section.

Change Control
It may become necessary to change the scope of this Project due to unforeseeable circumstances (e.g., new constraints or opportunities are discovered). This Project is being undertaken with the understanding that Project scope, schedule, and/or cost may need to change to produce optimal results for stakeholders.

Changes to contractual requirements will follow the change control process specified in the final contract, and as described below.

Change Request Management
Should the need for a change to Project scope, schedule, and/or cost be identified during the Project, the change will be brought to the attention of the Steering Committee and an assessment of the change will occur. While such changes may result in additional costs and delays relative to the schedule, some changes may result in less cost to the City of Glendora; for example, the City of Glendora may decide it no longer Exhibit E
Schedule 1
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needs a deliverable originally defined in the Project. The Change Request will include the following information:
 The nature of the change.
 A good faith estimate of the additional cost or associated savings to the City of Glendora, if any.  The timetable for implementing the change.
 The effect on and/or risk to the schedule, resource needs or resource responsibilities.

The City of Glendora will use its good faith efforts to either approve or disapprove any Change Request within ten (10) Business Days (or other period as mutually agreeable between Tyler and the City of Glendora). Any changes to the Project scope, budget, or timeline must be documented and approved in writing using a Change Request form. These changes constitute a formal amendment to the Statement of Work and will supersede any conflicting term in the Statement of Work.

Exhibit E
Schedule 1
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Acceptance Process
The implementation of a Project involves many decisions to be made throughout its lifecycle. Decisions will vary from higher level strategy decisions to smaller, detailed Project level decisions. It is critical to the success of the Project that each City of Glendora office or department designates specific individuals for making decisions on behalf of their offices or departments.

Both Tyler and the City of Glendora will identify representative project managers. These individuals will represent the interests of all stakeholders and serve as the primary contacts between the two organizations.

The coordination of gaining City of Glendora feedback and approval on Project deliverables will be critical to the success of the Project. The City of Glendora project manager will strive to gain deliverable and decision approvals from all authorized City of Glendora representatives. Given that the designated decision-maker for each department may not always be available, there must be a designated proxy for each decision point in the Project. Assignment of each proxy will be the responsibility of the leadership from each City of Glendora department. The proxies will be named individuals that have the authorization to make decisions on behalf of their department.

The following process will be used for accepting Deliverables and Control Points:
 The City of Glendora shall have ten (10) business days from the date of delivery, or as otherwise mutually agreed upon by the parties in writing, to accept each Deliverable or Control Point. If the City of Glendora does not provide acceptance or acknowledgement within ten (10) business days, or the otherwise agreed upon timeframe, not to be unreasonably withheld, Tyler deems the Deliverable or Control Point as accepted.
 If the City of Glendora does not agree the Deliverable or Control Point meets requirements, the City of Glendora shall notify Tyler project manager(s), in writing, with reasoning within ten (10) business days, or the otherwise agreed-upon timeframe, not to be unreasonably withheld, of receipt of the Deliverable.
 Tyler shall address any deficiencies and redeliver the Deliverable or Control Point. The City of Glendora shall then have ten (10) business days from receipt of the redelivered Deliverable or Control Point to accept or again submit written notification of reasons for rejecting the milestone. If the City of Glendora does not provide acceptance within ten (10) business days, or the otherwise agreed upon timeframe, not to be unreasonably withheld, Tyler deems the Deliverable or Control Point as accepted.

Roles and Responsibilities
The following defines the roles and responsibilities of each Project resource for the City of Glendora and Tyler. Roles and responsibilities may not follow the organizational chart or position descriptions at the City of Glendora, but are roles defined within the Project. It is common for individual resources on both the Tyler and City of Glendora project teams to fill multiple roles. Similarly, it is common for some roles to be filled by multiple people.

Tyler Roles & Responsibilities
Tyler assigns a project manager prior to the start of each Phase of the Project (some Projects may only be one Phase in duration). Additional Tyler resources are assigned as the schedule develops and as needs arise.

Exhibit E
Schedule 1
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Tyler Executive Manager
Tyler executive management has indirect involvement with the Project and is part of the Tyler escalation process. This team member offers additional support to the Project team and collaborates with other Tyler department managers as needed to escalate and facilitate implementation Project tasks and decisions.  Provides clear direction for Tyler staff on executing on the Project Deliverables to align with satisfying the City of Glendora ’s overall organizational strategy.  Authorizes required Project resources.
 Resolves all decisions and/or issues not resolved at the implementation management level as part of the escalation process.
 Acts as the counterpart to the City of Glendora ’s executive sponsor.

Tyler Implementation Manager
 Tyler implementation management has indirect involvement with the Project and is part of the Tyler escalation process. The Tyler project managers consult implementation management on issues and outstanding decisions critical to the Project. Implementation management works toward a solution with the Tyler Project Manager or with City of Glendora management as appropriate. Tyler executive management is the escalation point for any issues not resolved at this level.  Assigns Tyler Project personnel.
 Provides support for the Project team.
 Provides management support for the Project to ensure it is staffed appropriately and staff have necessary resources.
 Monitors Project progress including progress towards agreed upon goals and objectives.

Tyler Project Manager
 The Tyler project manager(s) provides oversight of the Project, coordination of Tyler resources between departments, management of the Project budget and schedule, effective risk, and issue management, and is the primary point of contact for all Project related items. As requested by the City of Glendora, the Tyler Project Manager provides regular updates to the City of Glendora Steering Committee and other Tyler governance members. Tyler Project Manager’s role includes responsibilities in the following areas:

Contract Management
 Validates contract compliance throughout the Project.  Ensures Deliverables meet contract requirements.
 Acts as primary point of contact for all contract and invoicing questions.  Prepares and presents contract milestone sign-offs for acceptance by the City of Glendora project manager(s).
 Coordinates Change Requests, if needed, to ensure proper Scope and budgetary compliance.

Planning
 Delivers project planning documents.
 Defines Project tasks and resource requirements.
 Develops initial Project schedule and Project Management Plan.

Exhibit E
Schedule 1
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 Collaborates with the City of Glendora project manager(s) to plan and schedule Project timelines to achieve on-time implementation.

Implementation Management
 Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently.  Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget.
 Establishes risk/issue tracking/reporting process between the City of Glendora and Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to the City of Glendora any items that may impact the outcomes of the Project.  Collaborates with the City of Glendora ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project.
 Collaborates with the City of Glendora ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both the City of Glendora and Tyler, in understanding the goals, objectives, status, and health of the Project.
 Provides a standard weekly/bi-weekly project status reports including but not limited to project risks, upcoming tasks, overdue tasks, used implementation time, etc.  Establish a process and approval matrix to ensure that scope changes and budget (planned versus actual) are transparent and handled effectively and efficiently.

Resource Management
 Acts as liaison between Project team and Tyler manager(s).  Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing.  Provides direction and support to Project team.
 Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist.
 Assesses team performance and adjusts as necessary.
 Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks.

Tyler Implementation Consultant
 Completes tasks as assigned by the Tyler project manager(s).  Documents activities for services performed by Tyler.  Troubleshoots and assists in resolving software issues discovered by Glendora.  Completes EnerGov configuration as outlined in the Investment Summary.  Provides best practices and examples of different EnerGov configuration options used by other agencies.
 Guides the City of Glendora through software validation process following configuration.  Assists during Go-Live process and provides support until the City of Glendora transitions to Client Services.
 Facilitates training sessions and discussions with the City of Glendora and Tyler staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance.

Exhibit E
Schedule 1
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Tyler Data Experts
 Validates that customer’s population of are in proper format.  Develops customized conversion programs, as necessary, to convert Legacy System data into the Tyler database for production use according to defined mapping.  Provides error Reports on unsupported data conditions and the merging or normalization of data fields.
 Assists the City with understanding and interpreting error Reports.  Performs changes and corrections to customized conversion programs as the City completes the data review.
 Provides conversion consulting and mapping assistance.

Tyler Report Developer
 Reviews specifications for report creation
 Develops in scope customized reports and custom forms/letters utilizing Crystal Reports or SSRS reports
 Provides issue resolution towards custom reports and custom forms/letters Tyler Sales
 Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed.

Tyler Technical Services
 Maintains Tyler infrastructure requirements and design document(s).  Involved in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists the project team with technical/environmental issues/needs.  Deploys Tyler products.
 Conducts GIS Planning.
 Reviews GIS data and provides feedback to the City of Glendora.  Loads City of Glendora provided GIS data into the system.

City of Glendora Roles & Responsibilities
City of Glendora resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles.

City of Glendora Executive Sponsor
The City of Glendora executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers the City of Exhibit E
Schedule 1
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Glendora steering committee, project manager(s), and functional leads to make critical business decisions for the City of Glendora.
 Champions the project at the executive level to secure buy-in.  Authorizes required project resources.
 Actively participates in organizational change communications.

City of Glendora Steering Committee
The City of Glendora steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees the City of Glendora project manager and Project through participation in regular internal meetings. The City of Glendora steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The City of Glendora steering committee also serves as primary level of issue resolution for the Project.
 Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.
 Attends all scheduled steering committee meetings.
 Provides support for the project team.
 Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.
 Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas:
o Cost
o Scope
o Schedule
o Project Goals
o City of Glendora Policies
o Needs of other client projects
City of Glendora Project Manager
The City of Glendora shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. The City of Glendora Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When the City of Glendora project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The City of Glendora project manager(s) are responsible for reporting to the City of Glendora steering committee and determining appropriate escalation points.

Contract Management
 Validates contract compliance throughout the project.  Ensures that invoicing and Deliverables meet contract requirements.  Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Exhibit E
Schedule 1
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Planning
 Reviews and accepts project planning documents.
 Defines project tasks and resource requirements for the City of Glendora project team.  Collaborates in the development and approval of the project schedule.  Collaborates with Tyler project manager(s) to plan and schedule project timelines to achieve on-time implementation.

Implementation Management
 Tightly manages project budget and scope.
 Collaborates with Tyler project manager(s) to establish a process and approval matrix to ensure that scope changes and budget (planned versus actual) are transparent and handled effectively and efficiently.
 Collaborates with Tyler project manager to establish and manage a schedule and resource plan that properly supports the project schedule as a whole and is also in balance with scope and budget.  Collaborates with Tyler project manager(s) to establish risk and issue tracking and reporting process between the City of Glendora and Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to Tyler any items that may impact the outcomes of the project.
 Collaborates with Tyler project manager(s) to establish key business drivers and success indicators that will help to govern project activities and key decisions to ensure a quality outcome of the project.  Routinely communicates with both the City of Glendora staff and Tyler, aiding in the understanding of goals, objectives, current status, and health of the project by all team members.  Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Tyler.

Resource Management
 Acts as liaison between project team and stakeholders.  Identifies and coordinates all City of Glendora resources across all modules, phases, and activities including data conversions, forms design, hardware and software installation, reports building, and satisfying invoices.
 Provides direction and support to project team.
 Builds partnerships among the various stakeholders, negotiating authority to move the project forward.
 Manages the appropriate assignment and timely completion of tasks as defined.  Assesses team performance and takes corrective action, if needed.  Provides guidance to City of Glendora technical teams to ensure appropriate response and collaboration with Tyler Technical Support Teams to ensure timely response and appropriate resolution.
 Owns the relationship with in-Scope 3rd party providers and aligns activities with ongoing project tasks.
 Ensures that users have appropriate access to Tyler project toolsets as required.  Conducts training on proper use of toolsets.
 Validates completion of required assignments using toolsets.

City of Glendora Functional Leads
 Makes business process change decisions under time sensitive conditions.

Exhibit E
Schedule 1
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 Communicates existing business processes and procedures to Tyler consultants.  Assists in identifying business process changes that may require escalation.  Contributes business process expertise for Current & Future State Analysis.  Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.
 Validates that necessary skills have been retained by end users.  Provides End Users with dedicated time to complete required homework tasks.  Acts as an ambassador/champion of change for the new process and provide business process change support.
 Identifies and communicates any additional training needs or scheduling conflicts to the City of Glendora project manager.
 Actively participates in all aspects of the implementation, including, but not limited to, the following key activities:
o Task completion
o Stakeholder Meeting
o Project Management Plan development
o Schedule development
o Maintenance and monitoring of risk register
o Escalation of issues
o Communication with Tyler project team
o Coordination of City of Glendora resources
o Attendance at scheduled sessions
o Change management activities
o Modification specification, demonstrations, testing and approval assistance o Data analysis assistance
o Decentralized end user training
o Process testing
o Solution Validation
City of Glendora Power Users
 Participate in project activities as required by the project team and project manager(s).  Provide subject matter expertise on the City of Glendora business processes and requirements.  Act as subject matter experts and attend Current & Future State Analysis sessions as needed.  Attend all scheduled training sessions.
 Participate in all required post-training processes as needed throughout project.  Test all application configuration to ensure it satisfies business process requirements.  Become application experts.
 Participate in Solution Validation.
 Adopt and support changed procedures.
 Complete all deliverables by the due dates defined in the project schedule.  Demonstrate competency with Tyler products processing prior to Go-live.  Provide knowledge transfer to the City of Glendora staff during and after implementation.  Participate in conversion review and validation.

City of Glendora End Users
 Attend all scheduled training sessions.
 Become proficient in application functions related to job duties.  Adopt and utilize changed procedures.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 79
Meeting Date: 12/13/2022 / Packet Page #: 130

City of Glendora
Tyler Technologies, Inc. Page | 13
 Complete all deliverables by the due dates defined in the project schedule.  Utilize software to perform job functions at and beyond Go-live.

City of Glendora Technical Lead
 Coordinates updates and releases with Tyler as needed.  Coordinates the copying of source databases to training/testing databases as needed for training days.
 Coordinates and adds new users, printers and other peripherals as needed.  Validates that all users understand log-on process and have necessary permission for all training sessions.
 Coordinates interface development for City of Glendora third party interfaces.  Develops or assists in creating reports as needed.
 Ensures on-site system meets specifications provided by Tyler.  Assists with software installation as needed.
 Extracts and transmits conversion data and control reports from the City of Glendora’s legacy system per the conversion schedule set forth in the project schedule.

City of Glendora GIS
 Participates in GIS planning activities.
 Responsible for management and maintenance of City of Glendora GIS infrastructure and data.  Ensures GIS data/service endpoints are in alignment with Tyler software requirements.  Provides Tyler implementation team with GIS data/service access information.

City of Glendora Upgrade Coordination
 Becomes familiar with the software upgrade process and required steps.  Becomes familiar with Tyler’s releases and updates.
 Utilizes Tyler resources to stay abreast of the latest Tyler releases and updates, as well as the latest helpful tools to manage the City of Glendora’s software upgrade process.  Assists with the software upgrade process during implementation.  Manages software upgrade activities post-implementation.  Manages software upgrade plan activities.
 Coordinates software upgrade plan activities with City of Glendora and Tyler resources.  Communicates changes affecting users and department stakeholders.  Obtains department stakeholder acceptance to upgrade production environment.

City of Glendora Change Management Lead
 Validates that users receive timely and thorough communication regarding process changes.  Provides coaching to supervisors to prepare them to support users through the project changes.  Identifies the impact areas resulting from project activities and develops a plan to address them proactively.
 Identifies areas of resistance and develops a plan to reinforce the change.  Monitors post-production performance and new process adherence.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 80
Meeting Date: 12/13/2022 / Packet Page #: 131

City of Glendora
Tyler Technologies, Inc. Page | 14
Part 3: Project Plan
Project Stages
Work Breakdown Structure
The Work Breakdown Structure (WBS) is a hierarchical representation of a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to be done. The detailed Project Schedule, developed during Project/Phase Planning and finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of the Project has been accepted by the City of Glendora.
*Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract, these specific work packages will be noted as “Intentionally Left Blank” in Section 6 of the Statement of Work.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 81
Meeting Date: 12/13/2022 / Packet Page #: 132

City of Glendora
Tyler Technologies, Inc. Page | 15
Initiate and Plan
The Initiate and Plan stage involves Project initiation, infrastructure, and planning. This stage creates a foundation for the Project by identifying and establishing sequence and timing for each Phase as well as verifying scope for the Project. This stage will be conducted at the onset of the Project, with a few unique items being repeated for the additional Phases as needed.

Initial Coordination
Prior to Project commencement, Tyler management assigns project manager(s). Additional Project resources will be assigned later in the Project as a Project schedule is developed. Tyler provides the City of Glendora with initial Project documents used to gather names of key personnel, their functional role as it pertains to the Project, as well as any blackout dates to consider for future planning. the City of Glendora gathers the information requested by the provided deadline ensuring preliminary planning and scheduling can be conducted moving the Project forward in a timely fashion. Internally, the Tyler Project Manager(s) coordinate with sales to ensure transfer of vital information from the sales process prior to scheduling a Project Planning Meeting with the City of Glendora’s team. During this step, Tyler will work with the City of Glendora to establish the date(s) for the Project and Phase Planning session.

Objectives:
 Formally launch the project.
 Establish project governance.
 Define and communicate governance for Tyler.
 Identify City of Glendora project team.

STAGE 1 Initial Coordination
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Tyler project team is assigned A R C I I I I I I
City of Glendoraproject team is
assigned A I R I I I
Provide initial project
documents to the City of
Glendora

A R C C I I
Gather preliminary information
requested I A R C C C C
Sales to implementation
knowledge transfer A R I I I I I
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 82
Meeting Date: 12/13/2022 / Packet Page #: 133

City of Glendora
Tyler Technologies, Inc. Page | 16
Create Project Portal to store
project artifacts and facilitate
communication
A R I
Inputs Contract documents
Statement of Work
Outputs/Deliverables Completed initial project documents Project portal
Work package assumptions:
 Project activities begin after the agreement has been fully executed.

Project/Phase Planning
Project and Phase planning provides an opportunity to review the contract, software, data conversions and services purchased, identify applications to implement in each Phase (if applicable), and discuss implementation timeframes.

During this work package Tyler will work with the City of Glendora to coordinate and plan a formal Project planning meeting(s). This meeting signifies the start of the Project and should be attended by all City of Glendora Project team members and the Tyler Project Manager. The meeting provides an opportunity for Tyler to introduce its implementation methodology, terminology, and Project management best practices to the City of Glendora’s Project Team. This will also present an opportunity for project managers and Project sponsors to begin to discuss Project communication, metrics, status reporting and tools to be used to measure Project progress and manage change.

Tyler will work with the City of Glendora Project Team to prepare and deliver the Project Management Plan and Project Operational Plan as outputs of the planning meetings. These plans will continue to evolve and grow as the Project progresses and will describe how the project will be executed, monitored, and controlled.

During project planning, Tyler will introduce the tools that will be used throughout the implementation. Tyler will familiarize the City of Glendora with these tools during project planning and make them available for review and maintenance as applicable throughout the project.

The Project Management Plan will include:
 Risk Management
 Communication Management
 Schedule Management
 Education Management
 Quality Management
 Change Management
 Resource Management
The Project Operational Plan will include:
 Solutions Validation Testing Plan
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 83
Meeting Date: 12/13/2022 / Packet Page #: 134

City of Glendora
Tyler Technologies, Inc. Page | 17
STAGE 1 Project/Phase Planning
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Schedule and
conduct planning
session(s)

A R I C C I
Develop Project
Management Plan A R I C C I
Develop Project
Operational Plan A R I C C I C
Develop initial
project schedule A R I I I I I I C C I C C I
Inputs Contract documents
Statement of Work
Guide to Starting Your Project
Outputs / Deliverables Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document
Project Operational Plan Delivery of document
Initial Project Schedule City of Glendora provides acceptance of schedule based on resource availability,
project budget, and goals.

Work package assumptions:
 City of Glendora has reviewed and completed the Guide to Starting Your Project document.

Infrastructure Planning
Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Tyler-hosted/SaaS deployment models. Tyler will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Tyler will install Licensed Software on application server(s) or train the City of Glendora to install License Software. The City of Glendora is responsible for the installation and setup of all peripheral devices.

Objectives:
 Ensure the City of Glendora’s infrastructure meets Tyler’s application requirements.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 84
Meeting Date: 12/13/2022 / Packet Page #: 135

City of Glendora
Tyler Technologies, Inc. Page | 18
 Ensure the City of Glendora’s infrastructure is scheduled to be in place and available for use on time.

STAGE 1 Infrastructure Planning
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide Infrastructure
Requirements and Design
Document

A R C C I I
Initial Infrastructure
Meeting A R C C C C
*Schedule SaaS
Environment Availability A R C I
*Schedule Hardware to
be Available for
Installation

I I A R C
Schedule Installation of
All Licensed Software A R C I I
Infrastructure Audit A R C I C
Inputs 1. Initial Infrastructure Requirements and Design Document Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables

1. Completed Infrastructure Requirements
and Design Document
Delivery of Document

2. Infrastructure Audit System Passes Audit Criteria
Stakeholder Meeting
Communication of the Project planning outcomes to the City of Glendora Project team, executives and other key stakeholders is vital to Project success. The Stakeholder meeting is a strategic activity to inform, engage, gain commitment, and instill confidence in the City of Glendora team. During the meeting, the goals and objectives of the Project will be reviewed along with detail on Project scope, implementation methodology, roles and responsibilities, Project timeline and schedule, and keys to Project success.

Objectives:
 Formally present and communicate the project activities and timeline.  Communicate project expectations.

STAGE 1 Stakeholder Meeting
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 85
Meeting Date: 12/13/2022 / Packet Page #: 136

City of Glendora
Tyler Technologies, Inc. Page | 19
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Create Stakeholder
Meeting Presentation I A R I I I I C I
Review Stakeholder
Meeting Presentation I C A R C
Perform Stakeholder
Meeting Presentation I A R I I I I C I I I I I I
Inputs Agreement
SOW
Project Management Plan
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Stakeholder Meeting Presentation
Work package assumptions:
 None
GIS Preparation
GIS data is a core part of many Tyler applications. Other City of Glendora offices/products may also use this data and have different GIS requirements. A key focus of this preparation will be the process for developing the GIS data for use with Tyler applications. This can be an iterative process, so it is important to begin preparation early.

Objectives:
 Identify all City of Glendora GIS data sources and formats.  Tyler to understand the City of Glendora’s GIS needs and practices.  Ensure the City of Glendora’s GIS data meets Tyler product requirements.

STAGE 1 GIS Preparation
Tyler City of Glendora
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 86
Meeting Date: 12/13/2022 / Packet Page #: 137

City of Glendora
Tyler Technologies, Inc. Page | 20
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Initial GIS Planning
Meeting A R C C C
Determine all GIS Data
Sources I I A R C
Provide Source GIS Data I I A R C
Review GIS Data and
Provide Feedback A R C I C
Inputs GIS Requirements Document
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Production Ready Map Data Meets Tyler GIS Requirements.

Work package assumptions:
 GIS data provided to Tyler is accurate and complete.
 GIS data provided to Tyler is current.
 City of Glendora is responsible for maintaining the GIS data.

Control Point 1: Initiate & Plan Stage Acceptance
Acceptance criteria for this stage includes completion of all criteria listed below.

Note: Advancement to the Assess & Define stage is not dependent upon Tyler’s receipt of this stage acceptance.

Initiate & Plan Stage Deliverables:
 Project Management Plan
 Initial Project Schedule
Initiate & Plan stage acceptance criteria:
 All stage deliverables accepted based on acceptance criteria previously defined  Project governance defined
 Project portal made available to the City of Glendora  Stakeholder meeting complete
 GIS Data Production Ready
 Completed Infrastructure Requirements and Design Document  System Passes Infrastructure Audit (as applicable)
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 87
Meeting Date: 12/13/2022 / Packet Page #: 138

City of Glendora
Tyler Technologies, Inc. Page | 21
Assess & Define
The Assess & Define stage will provide an opportunity to gather information related to current City of Glendora business processes. This information will be used to identify and define business processes utilized with Tyler software. The City of Glendora collaborates with Tyler providing complete and accurate information to Tyler staff and assisting in analysis, understanding current workflows and business processes.

Solution Orientation
The Solution Orientation provides the Project stakeholders a high-level understanding of the solution functionality prior to beginning the current and future state analysis. The primary goal is to establish a foundation for upcoming conversations regarding the design and configuration of the solution.

Tyler utilizes a variety of tools for the Solution Orientation, focusing on City of Glendora team knowledge transfer such as: eLearning, documentation, or walkthroughs. The City of Glendora team will gain a better understanding of the major processes and focus on data flow, the connection between configuration options and outcome, integration, and terminology that may be unique to Tyler’s solution.

Objectives:
 Provide a basic understanding of system functionality.  Prepare the City of Glendora for current and future state analysis.

STAGE 2 Solution Orientation
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide pre-requisites A R I I I I I
Complete pre-requisites A R C C
Conduct orientation A R I I I I I
Inputs Solution orientation materials
Training Plan
Current & Future State Analysis
The Current & Future State Analysis provides the Project stakeholders and Tyler an understanding of process changes that will be achieved with the new system.

The City of Glendora and Tyler will evaluate current state processes, options within the new software, pros and cons of each based on current or desired state and make decisions about the future state configuration and processing. This may occur before or within the same timeframe as the configuration work package. The Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 88
Meeting Date: 12/13/2022 / Packet Page #: 139

City of Glendora
Tyler Technologies, Inc. Page | 22
options within the new software will be limited to the scope of this implementation and will make use of standard Tyler functionality.

The City of Glendora will actively work on adopting the existing Tyler solution wherever possible.

Modifications, automations, and configuration improvements will be utilized as needed for a more streamlined process. Any project schedule and quality risks from over modifications of Tyler products will be reviewed and discussed with the Tyler project manager and the Glendora project team. It is the City of Glendora’s responsibility to verify that in-scope requirements are being met throughout the implementation if functional requirements are defined as part of the contract. It is Tyler’s responsibility to assure that all outof-the-box automations, integrations, and systems function as designed and resolve any issues that may arise.

The following guidelines will be followed when evaluating if a modification to the product is required:
 A reasonable business process change is available.
 Functionality exists which satisfies the requirement.  Configuration of the application satisfies the requirement.  An in-scope modification satisfies the requirement.

Requirements that are not met will follow the agreed upon change control process and can have impacts on the project schedule, scope, budget, and resource availability.

STAGE 2 Current & Future State Analysis
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Current State process
review A R I I I C C C C C
Discuss future-state
options A R C C C C C C C C
Make future-state
decisions (non-COTS) C C C C C A R I C C C
Document anticipated
configuration options
required to support
future state

A R C C C I I I I I
Inputs City of Glendoracurrent state documentation
Solution Orientation completion
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Documentation that describes future-state
decisions and configuration options to support
future-state decisions.

Delivery of document
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 89
Meeting Date: 12/13/2022 / Packet Page #: 140

City of Glendora
Tyler Technologies, Inc. Page | 23
Work package assumptions:
 City of Glendora attendees possess sufficient knowledge and authority to make future state decisions.
 The City of Glendora is responsible for any documentation of current state business processes.  The City of Glendora can effectively communicate current state processes.

Conversion Assessment
Data Conversions are a major effort in any software implementation. Tyler’s conversion tools facilitate the predictable, repeatable conversion process that is necessary to support a successful transition to the Tyler system. The first step in this process is to perform an assessment of the existing (“legacy”) system(s), to better understand the source data, risks, and options available. Once the data has been analyzed, the plan for data conversion is completed and communicated to the appropriate stakeholders.

Objectives:
 Communicate a common understanding of the project goals with respect to data.  Ensure complete and accurate source data is available for review/transfer.  Map the data from the source to the Tyler system.
 Document the data conversion/loading approach.

STAGE 2 Data Conversion Assessment
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Extract Data from
Source Systems I C A R
Review and Scrub
Source Data I I I A R C I
Build/Update Data
Conversion Plan R C C C I I I I
Inputs City of Glendora Source data
City of Glendora Source data Documentation (if available) Tyler’s Data Conversion Process Documentation
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 90
Meeting Date: 12/13/2022 / Packet Page #: 141

City of Glendora
Tyler Technologies, Inc. Page | 24
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data Conversion Plan built/updated City of Glendora Acceptance of Data Conversion Plan, if Applicable
Work package assumptions:
 Tyler will be provided with data from the Legacy system(s) in a mutually agreed upon format.  Tyler will work with the City of Glendora representatives to identify business rules before writing the conversion.
 City of Glendora subject matter experts and resources most familiar with the current data will be involved in the data conversion planning effort.

Control Point 2: Assess & Define Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below.

Note: Advancement to the Prepare Solution Stage is dependent upon Tyler’s receipt of the Stage Acceptance.

Assess & Define Stage Deliverables:
 Documentation of future state decisions and configuration options to support future state decisions.  Modification specification document.
 Assess & Define Stage Acceptance Criteria:
 All stage deliverables accepted based on criteria previously defined.  Solution Orientation training is provided to the City by the Tyler team.  Conversion data extracts are received by Tyler.
 Data conversion plan built.

Prepare Solution
During the Prepare Solution stage, information gathered during the Initiate & Plan and Assess & Define stages will be used to configure the Tyler software solution by both Tyler and the City. Software configuration will be validated by the City of Glendora against future state decisions defined in previous stages and processes refined as needed to ensure business requirements are met.

Initial System Deployment
The timely availability of the Tyler Solution is important to a successful Project implementation. The success and timeliness of subsequent work packages are contingent upon the initial system deployment of Tyler Licensed Software on an approved network and infrastructure. Delays in executing this work package can affect the project schedule.

Objectives:
 All licensed software is installed and operational.
 The City of Glendora can access the software.

STAGE 3 Initial System Deployment (Hosted/SaaS)*
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 91
Meeting Date: 12/13/2022 / Packet Page #: 142

City of Glendora
Tyler Technologies, Inc. Page | 25
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Prepare hosted
environment A R I C
Install Licensed
Software with
Initial Database on
Server(s) for
Included
Environments

A R I C
Install Licensed
Software on City of
Glendora Devices
(if applicable)

I C A R
Tyler System
Administration
Training (if
applicable)

A R I C
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Licensed Software is Installed on the Server(s) Software is accessible Licensed Software is Installed on City of
Glendora Devices (if applicable)
Software is accessible
Installation Checklist/System Document System Passes
Infrastructure Design Document (C&J – If
Applicable)
Work package assumptions:
 The most current available version of the Tyler Licensed Software will be installed.  The City of Glendora will provide network access for Tyler modules, printers, and Internet access to all applicable City of Glendora and Tyler Project staff.

Configuration
The purpose of Configuration is to prepare the software product for validation.

Tyler staff collaborates with the City of Glendora to complete software configuration based on the outputs of the future state analysis performed during the Assess and Define Stage. The City of Glendora collaborates with Tyler staff iteratively to validate software configuration.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 92
Meeting Date: 12/13/2022 / Packet Page #: 143

City of Glendora
Tyler Technologies, Inc. Page | 26
Objectives:
 Software is ready for validation.
 Educate the City of Glendora Power User how to configure and maintain software.  Prepare standard interfaces for process validation (if applicable).

STAGE 3 Configuration
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Conduct
configuration training A R I C C
Complete Tyler
configuration tasks
(where applicable)

A R C C C
Complete City of
Glendora
configuration tasks
(where applicable)

I C A R C
Standard interfaces
configuration and
training (if applicable)

A R C I C C C
Updates to Solution
Validation testing
plan

C C A R C C
Inputs Documentation that describes future state decisions and configuration options to support future state decisions.

Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Configuration Completed by Tyler City of Glendora is able to complete their updated process utilizing the Tyler completed
configuration, integrations, and automations.

Configuration Completed by the City of
Glendora
City of Glendora is able to complete their
updated process utilizing the City’s completed
configuration, integrations, and automations.

Work package assumptions:
 Tyler provides guidance for configuration options available within the Tyler software. The City of Glendora is responsible for making decisions when multiple options are available.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 93
Meeting Date: 12/13/2022 / Packet Page #: 144

City of Glendora
Tyler Technologies, Inc. Page | 27
Process Refinement
Tyler will educate the City of Glendora users on how to execute processes in the system to prepare them for the validation of the software. The City of Glendora collaborates with Tyler staff iteratively to validate software configuration options to support future state.

Objectives:
 Ensure that the City of Glendora understands future state processes and how to execute the processes in the software.
 Refine each configured process to meet the business requirements.  Validate standard interfaces, where applicable.
 Validate forms and reports, where applicable.

STAGE 3 Process Refinement
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Conduct process
training A R I C I C
Confirm process
decisions I C A R C I C
Test configuration
completed by Tyler A R I C C
Test configuration
completed by City
of Glendora

I C A R C
Refine
configuration (City
of Glendora
Responsible)

I C A R C
Refine
configuration (Tyler
Responsible)

A R I I I
Validate interface
process and results I C C A R C C
Update City of
Glendora-specific
process
documentation (if
applicable)

I C A R C
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 94
Meeting Date: 12/13/2022 / Packet Page #: 145

City of Glendora
Tyler Technologies, Inc. Page | 28
Updates to
Solution Validation
testing plan

R C A R C C
Inputs Initial Configuration
Documentation that describes future state decisions and configuration options to support future state decisions.

Solution validation test plan
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Updated solution validation test plan
Completed City of Glendora-specific process
documentation (completed by City of
Glendora)
Work package assumptions:
 Tyler provides guidance for process options and variations available within the Tyler software.

Glendora is responsible for making final process decisions when multiple options are available.

Conversion Delivery
The purpose of this task is to transition the City of Glendora’s data from their source (“legacy”) system(s) to the Tyler system(s). The data will need to be mapped from the legacy system into the new Tyler system format. A well-executed data conversion is key to a successful cutover to the new system(s).

With guidance from Tyler, the City of Glendora will review specific data elements within the system and identify / report discrepancies. Iteratively, Tyler will collaborate with the City of Glendora to address conversion discrepancies. This process will allow for clean, reconciled data to transfer from the source system(s) to the Tyler system(s). Reference Conversion Appendix for additional detail.

Objectives:

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 95
Meeting Date: 12/13/2022 / Packet Page #: 146

City of Glendora
Tyler Technologies, Inc. Page | 29
 Data is ready for production (Conversion).

STAGE 3 Data Delivery & Conversion
Tyler City of Glendora

RACI MATRIX
KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide data
crosswalks/code
mapping tool

A C R I I I
Populate data
crosswalks/code
mapping tool

I C C A R C
Iterations:

Conversion
Development

A C R I I
Iterations:

Deliver
converted data

A R I I I
Iterations:

Complete
preliminary
proof/review of
converted Data

A R I C C C
Iterations:

Proof/Review
data and
reconcile to
source system

C C C A R C C
Inputs
Data Conversion Plan
Configuration
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Code Mapping Complete / Validated N/A
Conversion Iterations / Reviews Complete Conversion complete, verified, and ready for final pass
Work package assumptions:

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 96
Meeting Date: 12/13/2022 / Packet Page #: 147

City of Glendora
Tyler Technologies, Inc. Page | 30
 The City of Glendora will provide a single file layout per source system as identified in the investment summary.
 The City of Glendora subject matter experts and resources most familiar with the current data will be involved in the data conversion effort.
 Tyler Data experts will generate the data mapping document with the assistance of Glendora Data experts and SMEs.
 The City of Glendora project team will be responsible for completing the code mapping activity, with assistance from Tyler.

Control Point 3: Prepare Solution Stage Acceptance
Acceptance criteria for this Stage includes all criteria listed below in each Work Package.

Note: Advancement to the Production Readiness Stage is dependent upon Tyler’s receipt of the Stage Acceptance.

Prepare Solution Stage Deliverables:
 Licensed software is installed.
 Installation checklist/system document.
 Conversion iterations and reviews complete.

Prepare Solution Stage Acceptance Criteria:
 All stage deliverables accepted based on criteria previously defined.  Software is configured.
 Solution validation test plan has been reviewed and updated if needed.

Production Readiness
Activities in the Production Readiness stage will prepare the City of Glendora team for go-live through solution validation, the development of a detailed go-live plan and end user training. A readiness assessment will be conducted with the City of Glendora to review the status of the project and the organizations readiness for go-live.

Solution Validation
Solution Validation is the end-to-end software testing activity to ensure that the City of Glendora verifies all aspects of the Project (hardware, configuration, business processes, etc.) are functioning properly, and validates that all features and functions per the contract have been deployed for system use.

Objectives:
 Validate that the solution performs as indicated in the solution validation plan.  Ensure the City of Glendora organization is ready to move forward with go-live and training (if applicable).

STAGE 4 Solution Validation
Tyler City of Glendora
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 97
Meeting Date: 12/13/2022 / Packet Page #: 148

City of Glendora
Tyler Technologies, Inc. Page | 31
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Update Solution
Validation plan A R C C C C
Update test scripts (as
applicable) C C C A R C
Perform testing C C C A R C
Document issues from
testing C C C A R C
Provide City of Glendora
Solution Validation
Report

A R C C I I I
Perform required followup on issues A R C C C C
Inputs Solution Validation plan
Completed work product from prior stages (configuration, business process, etc.) Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
City of Glendora Solution Validation Report City of Glendora updates report with testing results
Work package assumptions:
 Designated testing and training environments have been established.  Testing includes current phase activities or deliverables only.  Glendora is provided with guidance from Tyler Project Manager, Tyler Implementation Consultant, and Tyler Data Experts identifying which areas of the software need to be tested in conjunction with data conversion.

Go-Live Readiness
Tyler and the City of Glendora will ensure that all requirements defined in Project planning have been completed and the Go-Live event can occur, as planned. A go-live readiness assessment will be completed identifying risks or actions items to be addressed to ensure the City of Glendora has considered its ability to successfully Go-Live. Issues and concerns will be discussed, and mitigation options documented. Tyler and the City of Glendora will jointly agree to move forward with transition to production. Expectations for final preparation and critical dates for the weeks leading into and during the Go-Live week will be planned in detail and communicated to Project teams by the Tyler and Client Project Managers.

Objectives:

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 98
Meeting Date: 12/13/2022 / Packet Page #: 149

City of Glendora
Tyler Technologies, Inc. Page | 32
 Action plan for go-live established.
 Assess go-live readiness.
 Stakeholders informed of go-live activities.

STAGE 4 Go-Live Readiness
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Perform Readiness
Assessment I A R C C I C I I I I I I
Conduct Go-Live planning
session A R C C C C C C C
Order peripheral
hardware (if applicable) I A R C
Confirm procedures for
Go-Live issue reporting &
resolution

A R I I I I C C I I I I I
Develop City of Glendora
Go-Live checklist A R C C C C I C C
Final system
infrastructure review
(where applicable)

A R C C
Inputs Future state decisions
Go-live checklist
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Updated City of Glendora go-live checklist Updated Action plan and Checklist for go-live delivered to the City of Glendora
Work package assumptions:
 Testing has been completed.
 Tyler has resolved any known software and data conversion issues that are go-live critical and the client deems the configuration completed.

End User Training
End User Training is a critical part of any successful software implementation. Using a training plan previously reviewed and approved, the Project team will organize and initiate the training activities.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 99
Meeting Date: 12/13/2022 / Packet Page #: 150

City of Glendora
Tyler Technologies, Inc. Page | 33
Train the Trainer: Tyler provides one occurrence of each scheduled training or implementation topic. City of Glendora users who attended the Tyler sessions may train additional users. Additional Tyler led sessions may be contracted at the applicable rates for training.

Tyler will provide standard application documentation for the general use of the software. It is not Tyler’s responsibility to develop City of Glendora specific business process documentation. City of Glendora-led training labs using City of Glendora specific business process documentation if created by the City of Glendora can be added to the regular training curriculum, enhancing the training experiences of the end users.

Objectives:
 End users are trained on how to use the software prior to go-live.  The City of Glendora is prepared for on-going training and support of the application.

STAGE 4 End User Training
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Update training plan A R C C I C
End User training (Tylerled) A R C C C I C C C
Train-the-trainer A R C C C I C
End User training (City of
Glendora-led) C C A R I C C C
Inputs Training Plan
List of End Users and their Roles / Job Duties
Configured Tyler System
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
End User Training Glendora signoff that training was delivered successfully, and Glendora users who attended
the training are able to use the software to
perform their daily tasks.

Work package assumptions:
 The City of Glendora project team will work with Tyler to jointly develop a training curriculum that identifies the size, makeup, and subject-area of each of the training classes.  Tyler will work with the City of Glendora as much as possible to provide end-user training in a manner that minimizes the impact to the daily operations of City of Glendora departments.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 100
Meeting Date: 12/13/2022 / Packet Page #: 151

City of Glendora
Tyler Technologies, Inc. Page | 34
 The City of Glendora will be responsible for training new users after go-live (exception—previously planned or regular training offerings by Tyler).

Control Point 4: Production Readiness Stage Acceptance
Acceptance criteria for this stage includes all criteria listed below. Advancement to the Production stage is dependent upon Tyler’s receipt of the stage acceptance.

Production Readiness stage deliverables:
 Solution Validation Report.
 Update go-live action plan and checklist.
 End user training.

Production Readiness stage acceptance criteria:
 All stage deliverables accepted based on criteria previously defined.  Go-Live planning session conducted.

Production
Following end user training the production system will be fully enabled and made ready for daily operational use as of the scheduled date. Tyler and the City of Glendora will follow the comprehensive action plan laid out during Go-Live Readiness to support go-live activities and minimize risk to the Project during go-live.

Following go-live, Tyler will work with the City of Glendora to verify that implementation work is concluded, post go-live activities are scheduled, and the transition to Client Services is complete for long-term operations and maintenance of the Tyler software.

Go-Live
Following the action plan for Go-Live, defined in the Production Readiness stage, the City of Glendora and Tyler will complete work assigned to prepare for Go-Live.

The City of Glendora provides final data extract and Reports from the Legacy System for data conversion and Tyler executes final conversion iteration, if applicable. If defined in the action plan, the City of Glendora manually enters any data added to the Legacy System after final data extract into the Tyler system.

Tyler staff collaborates with the City of Glendora during Go-Live activities. The City of Glendora transitions to Tyler software for day-to day business processing.

Some training topics are better addressed following Go-Live when additional data is available in the system or based on timing of applicable business processes and will be scheduled following Go-Live per the Project Schedule.

Objectives:
 Execute day to day processing in Tyler software.
 City of Glendora data available in Production environment.

STAGE 5 Go-Live
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 101
Meeting Date: 12/13/2022 / Packet Page #: 152

City of Glendora
Tyler Technologies, Inc. Page | 35
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide final source data
extract, if applicable C C A R
Final source data pushed
into production
environment, if
applicable

A C R I C C C
Complete Initial proof of
final converted data, if
applicable

A R I C C C
Proof final converted
data, if applicable C C C A R C
Update conversion Data
for any data conversion
issues that were
discovered during the
City’s proof of final
converted data.

Complete Go-Live
activities as defined in
the Go-Live action plan

C C C A R C I C
Provide Go-Live
assistance A R C C I C C I C I C
Inputs Comprehensive Glendora Specific Action Plan for Go-Live Final source data (if applicable)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data is available in production environment City of Glendora confirms converted data is Go Live approved and available in production
environment
Work package assumptions:
 The City of Glendora will complete activities documented in the action plan for Go-Live as scheduled.  External stakeholders will be available to assist in supporting the interfaces associated with the GoLive live process.  The City of Glendora business processes required for Go-Live are fully documented and tested.  The City of Glendora Project team and subject matter experts are the primary point of contact for the end users when reporting issues during Go-Live.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 102
Meeting Date: 12/13/2022 / Packet Page #: 153

City of Glendora
Tyler Technologies, Inc. Page | 36
 The City of Glendora Project Team and Power User’s provide business process context to the end users during Go-Live.
 The Tyler Go-Live support team is available to consult with the City of Glendora teams as necessary.  The Tyler Go-Live support team provides standard functionality responses, which may not be tailored to the local business processes.

Transition to Client Services
This work package signals the conclusion of implementation activities for the Phase or Project with the exception of agreed-upon post Go-Live activities. The Tyler project manager(s) schedules a formal transition of the City of Glendora onto the Tyler Client Services team, who provides the City of Glendora with assistance following Go-Live, officially transitioning the City of Glendora to operations and maintenance.

Objectives:
 Ensure no critical issues remain for the project teams to resolve.  Confirm proper knowledge transfer to the City of Glendora teams for key processes and subject areas.

STAGE 5 Transition to Client Services
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Transfer City of Glendora
to Client Services and
review issue reporting
and resolution processes

I I A I I R I I C C C
Review long term
maintenance and
continuous
improvement

A R C C C
Inputs Open item/issues List
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Client Services Support Document
Work package assumptions:
 No material project issues remain without assignment and plan.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 103
Meeting Date: 12/13/2022 / Packet Page #: 154

City of Glendora
Tyler Technologies, Inc. Page | 37
Post Go-Live Activities
Some implementation activities are provided post-production due to the timing of business processes, the requirement of actual production data to complete the activities, or the requirement of the system being used in a live production state.

Objectives:
 Schedule activities that are planned for after Go-Live.  Ensure issues have been resolved or are planned for resolution before phase or project close.

STAGE 5 Post Go-Live Activities
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Schedule contracted
activities that are
planned for delivery
after go-live

A R C C C C I C C I C C
Determine resolution
plan in preparation for
phase or project close
out

A R C C C I C C I C
Inputs List of post Go-Live activities
Outputs /
Deliverables
Acceptance Criteria [only] for
Deliverables
Updated issues log
Work package assumptions:
 System is being used in a live production state.

Control Point 5: Production Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below:
 Converted data has been approved for live use and is available in production environment.

Production Stage Acceptance Criteria:

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 104
Meeting Date: 12/13/2022 / Packet Page #: 155

City of Glendora
Tyler Technologies, Inc. Page | 38
 All critical Go-live issues have been resolved by the implementation team.  All stage deliverables accepted based on criteria previously defined.  Go-Live activities defined in the Go-Live action plan completed.  Client services support document is provided.

Close
The Close stage signifies full implementation of all products purchased and encompassed in the Phase or Project. The City of Glendora transitions to the next cycle of their relationship with Tyler (next Phase of implementation or long-term relationship with Tyler Client Services).

Phase Closeout
This work package represents Phase completion and signals the conclusion of implementation activities for the Phase. The Tyler Client Services team will assume ongoing support of the City of Glendora for systems implemented in the Phase.

Objectives:
 Agreement from Tyler and the City of Glendora teams that activities within this phase are complete.

STAGE 6 Phase Close Out
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Reconcile project budget
and status of contract
Deliverables

I A R I I C
Hold post phase review
meeting A R C C C C C C C C C
Release phasedependent Tyler project
resources

A R I I
Participants Tyler City of Glendora
Project Leadership Project Manager
Project Manager Project Sponsor(s)
Implementation Consultants Functional Leads, Power Users, Technical Leads
Technical Consultants (Conversion, Deployment,
Development)
Client Services
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 105
Meeting Date: 12/13/2022 / Packet Page #: 156

City of Glendora
Tyler Technologies, Inc. Page | 39
Inputs Contract
Statement of Work
Project artifacts
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Final action plan (for outstanding items)
Reconciliation Report Client agrees with and approves the reconciliation Report
Post Phase Review
Work package assumptions:
 Tyler deliverables for the phase have been completed.  All mutually agreed upon issues identified during Go-live have been resolved Project Closeout
Completion of this work package signifies final acceptance and formal closing of the Project.

At this time the City of Glendora may choose to begin working with Client Services to look at continuous improvement Projects, building on the completed solution.

Objectives:
 Confirm no critical issues remain for the project teams to resolve.  Determine proper knowledge transfer to the City of Glendora teams for key processes and subject areas has occurred.
 Verify all deliverables included in the Agreement are delivered.

STAGE 6 Project Close Out
Tyler City of Glendora
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Conduct post project
review A R C C C C C C C C C
Deliver post project
report to City of
Glendora and Tyler
leadership

I A R I I C
Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 106
Meeting Date: 12/13/2022 / Packet Page #: 157

City of Glendora
Tyler Technologies, Inc. Page | 40
Release Tyler project
resources

A R I I
Inputs Contract
Statement of Work
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Post Project Report City of Glendora acceptance; Completed report indicating all project Deliverables and
milestones have been completed
Work package assumptions:
 All project implementation activities have been completed and approved.  No critical project issues remain that have not been documented and assigned.  Final project budget has been reconciled and invoiced.  All Tyler deliverables have been completed.

Control Point 6: Close Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below.

Close Stage Deliverables:
 Post Project Report.

Close Stage Acceptance Criteria:
 Completed report indicating all Project deliverables and milestones have been completed.

General Assumptions
Tyler and the City of Glendora will use this SOW as a guide for managing the implementation of the Tyler Project as provided and described in the Agreement. There are a few assumptions which, when acknowledged and adhered to, will support a successful implementation. Assumptions related to specific work packages are documented throughout the SOW. Included here are general assumptions which should be considered throughout the overall implementation process.

Project
 Project activities will begin after the Agreement has been fully executed.  The City of Glendora Project Team will complete their necessary assignments in a mutually agreed upon timeframe to meet the scheduled go-live date, as outlined in the Project Schedule.  Sessions will be scheduled and conducted at a mutually agreeable time.  Additional services, software modules and modifications not described in the SOW or Agreement will be considered a change to this Project and will require a Change Request Form as previously referenced in the definition of the Change Control Process.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 107
Meeting Date: 12/13/2022 / Packet Page #: 158

City of Glendora
Tyler Technologies, Inc. Page | 41
 Tyler will provide a written agenda and notice of any prerequisites to the City of Glendora project manager(s) ten (10) business days or as otherwise mutually agreed upon time frame prior to any scheduled on-site or remote sessions, as applicable.
 Tyler will provide guidance for configuration and processing options available within the Tyler software. If multiple options are presented by Tyler, the City of Glendora is responsible for making decisions based on the options available.
 Implementation of new software may require changes to existing processes, both business and technical, requiring the City of Glendora to make process changes.  The City of Glendora is responsible for defining, documenting, and implementing their policies that result from any business process changes.

Organizational Change Management
Unless otherwise contracted by Tyler, City of Glendora is responsible for managing Organizational Change.

Impacted City of Glendora resources will need consistent coaching and reassurance from their leadership team to embrace and accept the changes being imposed by the move to new software. An important part of change is ensuring that impacted City of Glendora resources understand the value of the change, and why they are being asked to change.

Resources and Scheduling
 City of Glendora resources will participate in scheduled activities as assigned in the Project Schedule.  The City of Glendora team will complete prerequisites prior to applicable scheduled activities. Failure to do so may affect the schedule.
 Tyler and the City of Glendora will provide resources to support the efforts to complete the Project as scheduled and within the constraints of the Project budget.  Abbreviated timelines and overlapped Phases require sufficient resources to complete all required work as scheduled.
 Changes to the Project Schedule, availability of resources or changes in Scope will be requested through a Change Request. Impacts to the triple constraints (scope, budget, and schedule) will be assessed and documented as part of the change control process.  The City of Glendora will ensure assigned resources will follow the change control process and possess the required business knowledge to complete their assigned tasks successfully. Should there be a change in resources, the replacement resource should have a comparable level of availability, change control process buy-in, and knowledge.
 The City of Glendora makes timely Project related decisions to achieve scheduled due dates on tasks and prepare for subsequent training sessions. Failure to do so may affect the schedule, as each analysis and implementation session is dependent on the decisions made in prior sessions.  The City of Glendora will respond to information requests in a comprehensive and timely manner, in accordance with the Project Schedule.
 The City of Glendora will provide adequate meeting space or facilities, including appropriate system connectivity, to the project teams including Tyler team members.  For on-site visits, Tyler will identify a travel schedule that balances the needs of the project and the employee.

Data
 Data will be converted as provided and Tyler will not create data that does not exist.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 108
Meeting Date: 12/13/2022 / Packet Page #: 159

City of Glendora
Tyler Technologies, Inc. Page | 42
 The City of Glendora is responsible for the quality of legacy data and for cleaning or scrubbing erroneous legacy data.
 Tyler will work closely with the City of Glendora representatives to identify business rules before writing the conversion. The City of Glendora must confirm that all known data mapping from source to target have been identified and documented before Tyler writes the conversion.  All in-scope source data is in data extract(s).
 Each legacy system data file submitted for conversion includes all associated records in a single approved file layout.
 The City of Glendora will provide the legacy system data extract in the same format for each iteration unless changes are mutually agreed upon in advance. If not, negative impacts to the schedule, budget and resource availability may occur and/or data in the new system may be incorrect.  The City of Glendora will, with Tyler’s guidance complete the data conversion mapping document.  The City of Glendora Project Team is responsible for reviewing the converted data and reporting issues during each iteration, with assistance from Tyler.  The City of Glendora is responsible for providing or entering test data (e.g., data for training, testing interfaces, etc.)
Facilities
 The City of Glendora will provide dedicated space for Tyler staff to work with City of Glendora resources for both on-site and remote sessions. If Phases overlap, City of Glendora will provide multiple training facilities to allow for independent sessions scheduling without conflict.  The City of Glendora will provide staff with a location to practice what they have learned without distraction.

Exhibit E
Schedule 1
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 109
Meeting Date: 12/13/2022 / Packet Page #: 160

City of Glendora
Tyler Technologies, Inc. Page | 43
Glossary
Word or Term Definition
Acceptance Confirming that the output or deliverable is suitable and conforms to the agreed upon criteria.

Accountable The one who ultimately ensures a task or deliverable is completed; the one who ensures the prerequisites of the task are met and who delegates the work to those responsible. [Also see RACI]
Application A computer program designed to perform a group of coordinated functions, tasks, or activities for the benefit of the user.

Application Programming Interface (API) A defined set of tools/methods to pass data to and received data from Tyler software products
Agreement This executed legal contract that defines the products and services to be implemented or performed.

Business Process The practices, policy, procedure, guidelines, or functionality that the client uses to complete a specific job function.

Business Requirements Document A specification document used to describe Client requirements for contracted software modifications.

Change Request A form used as part of the Change Control process whereby changes in the scope of work, timeline, resources, and/or budget are documented and agreed upon by participating parties.

Change Management Guides how we prepare, equip and support individuals to successfully adopt change in order to drive organizational success & outcomes
Code Mapping [where applicable] An activity that occurs during the data conversion process whereby users equate data (field level) values from the old system to the values available in the new system. These may be one to one or many to one. Example: Old System [Field = eye color] [values = BL, Blu, Blue] maps to New Tyler System [Field = Eye Color] [value = Blue].

Consulted Those whose opinions are sought, typically subject matter experts, and with whom there is two-way communication. [Also see RACI]
Control Point This activity occurs at the end of each stage and serves as a formal and intentional opportunity to review stage deliverables and required acceptance criteria for the stage have been met.

Data Mapping [where applicable] The activity determining and documenting where data from the legacy system will be placed in the new system; this typically involves prior data analysis to understand how the data is currently used in the legacy system and how it will be used in the new system.

Deliverable A verifiable document or service produced as part of the Project, as defined in the work packages.

Go-Live The point in time when the Client is using the Tyler software to conduct daily operations in Production.

Informed Those who are kept up-to-date on progress, often only on completion of the task or deliverable, and with whom there is just one-way communication. [Also see RACI]
Exhibit E
Schedule 1
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Infrastructure The composite hardware, network resources and services required for the existence, operation, and management of the Tyler software.

Interface A connection to and potential exchange of data with an external system or application. Interfaces may be one way, with data leaving the Tyler system to another system or data entering Tyler from another system, or they may be bi-directional with data both leaving and entering Tyler and another system.

Integration A standard exchange or sharing of common data within the Tyler system or between Tyler applications
Legacy System The software from which a client is converting.

Modification Custom enhancement of Tyler’s existing software to provide features or functions to meet individual client requirements documented within the scope of the Agreement.

On-site Indicates the work location is at one or more of the client’s physical office or work environments.

Organizational Change The process of changing an organization's strategies, processes, procedures, technologies, and culture, as well as the effect of such changes on the organization.

Output A product, result or service generated by a process.

Peripheral devices An auxiliary device that connects to and works with the computer in some way. Some examples: scanner, digital camera, printer.

Phase A portion of the Project in which specific set of related applications are typically implemented. Phases each have an independent start, Go-Live and closure dates but use the same Implementation Plans as other Phases of the Project. Phases may overlap or be sequential and may have different Tyler resources assigned.

Project The delivery of the software and services per the agreement and the Statement of Work. A Project may be broken down into multiple Phases.

RACI A matrix describing the level of participation by various roles in completing tasks or Deliverables for a Project or process.

Individuals or groups are assigned one and only one of the following roles for a given task: Responsible (R), Accountable (A), Consulted (C), or Informed (I).

Remote Indicates the work location is at one or more of Tyler’s physical offices or work environments.

Responsible Those who ensure a task is completed, either by themselves or delegating to another resource. [Also see RACI]
Scope Products and services that are included in the Agreement.

Exhibit E
Schedule 1
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Solution The implementation of the contracted software product(s) resulting in the connected system allowing users to meet Project goals and gain anticipated efficiencies.

Stage The top-level components of the WBS. Each Stage is repeated for individual Phases of the Project.

Standard Software functionality that is included in the base software (offthe-shelf) package; is not customized or modified.

Statement of Work (SOW) Document which will provide supporting detail to the Agreement defining Project-specific activities, services, and Deliverables.

System The collective group of software and hardware that is used by the organization to conduct business.

Test Scripts The steps or sequence of steps that will be used to validate or confirm a piece of functionality, configuration, enhancement, or Use Case Scenario.

Training Plan Document(s) that indicate how and when users of the system will be trained relevant to their role in the implementation or use of the system.

Validation (or to validate) The process of testing and approving that a specific Deliverable, process, program, or product is working as expected.

Work Breakdown Structure (WBS) A hierarchical representation of a Project or Phase broken down into smaller, more manageable components.

Work Package A group of related tasks within a project.

Exhibit E
Schedule 1
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Part 4: Appendices
Conversion
Data Conversion Process for Enterprise Permitting & Licensing Enterprise Server
Overview
This document is an introduction to the SQL Server EG_Template database and how to populate it.

The Full Conversion is the same process, as the Templated. However, with the Full Conversion option, Tyler is responsible for the data import instead of the client.

Modularized Design
As with the Enterprise Permitting & Licensing software, the EG_Template db is sectioned into modules. Each contains one master table at the top of the chain (ex. ‘permit’ for the Permit module). Within each module, various child tables branch below the master table for the associated module (ex. ‘permit_address’, ‘permit_note’, etc.).

Some tables cross multiple modules. The most notable of these involve inspections and payment transactions.

The EG_Template database includes database diagrams, which indicate the tables and their relationships to each module.

Required Fields
In the Enterprise Permitting & Licensing software, some fields are “Required Fields,” and the associated columns must be populated for records to be written to the Enterprise Permitting & Licensing db. On occasion, these required fields will not be available in the legacy source data, so a simple default value can be written to the EG_Template db to fulfill any NOT NULL constraint.

Dropdown picklist columns restrict the user from entering certain values in the Enterprise Permitting & Licensing db. Conversely, drop-down fields do not have a restriction on values written to the EG_Template db.

Therefore, exact spelling or careful matching to the Enterprise Permitting & Licensing configured values is not a requirement for fields intended for Enterprise Permitting & Licensing drop-down fields. Tyler maps the values through a separate table to translate the values to the appropriate Enterprise Permitting & Licensing value during conversion and collaborates with the City to validate the resulting mappings during the development phase of the conversion.

Custom Fields (any fields not available in the master table for the module in question)
Most legacy systems have some attribute fields that are not specified in the corresponding master table within EG_Template. Tyler refers to these as custom fields. Within each module exists a child table for such custom fields. Since these fields are specific to the legacy system(s), the City may add columns to these tables Exhibit E
Schedule 1
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in EG_Template to accommodate any needed custom fields in the migration. For example, ‘permit_additional_fields’ is the table for extra fields relating to the ‘permit’ records.

Gap Handling (where legacy data doesn’t fit anywhere within EG_Template) On occasion, legacy systems contain special features for which Enterprise Permitting & Licensing does not account in the EG_Template db. As a result, the need may arise to develop a modified solution to address special cases.

Contacts
Contacts generally fall into two categories:

1. Those managed with each person/company having one contact record, kept up to date over time.

With this model, there is generally no duplication of contact records (except when created by mistake).

2. Contacts where the user enters the contact attribute info on each permit, case, license, etc. With this model, there is no single master record representing the contact itself and there is likely considerable duplication of contacts.

Enterprise Permitting & Licensing stores contacts as in category 1 above. Tyler migrates contacts put into EG_Template without a master ‘contact’ record link (category 2 above) into custom field memo boxes to avoid duplication of contacts within the Enterprise Permitting & Licensing contact repository. For example, when populating the permit contacts, for contacts in category 1, input the record into the ‘permit_contact’ table. Input contacts for category 2 into the ‘permit_contact_no_key’ table.

Multiple Legacy Data Sources
When presenting multiple data sources, ensure population of EG_Template for all data sources. At the main table level, an optional column exists for the legacy data source. Tyler provides this column to easily count or research records originating from a particular legacy data source.

Overall Architecture of Conversion
There are 3 SQL Server databases involved in the conversion process.

1. EG_Template (for legacy data)

3. Enterprise Permitting & Licensing (the production Enterprise Permitting & Licensing db)

4. A database containing all conversion processes and mapping tables; maintained by Tyler’s data conversion team. This db translates the data from EG_Tempate into the Enterprise Permitting & Licensing db.

Exhibit E
Schedule 1
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EG_Template
• All legacy data
sources
populated
into one db
within the
templated
table
structure.

Mapping and
Conversion Code
• Db used to
map/translate
data before
passing into
EnerGov.

Stored
procedures
and functions
exist in this
db, which
becomes the
conversion
source code.

EnerGov DB
• EnerGov db
used by the
EnerGov
software.

Exhibit E
Schedule 1
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Progression of Conversion Development Process
Step Step Name Responsible Party Notes
1 Provide empty EG_Template
database to client
Tyler Database format will be SQL Server
2 Load legacy data into template
database
City If there are multiple legacy data sources, all should be loaded into the one template SQL database.
3 Mapping process Tyler /City Dependent on completed Enterprise Permitting & Licensing configuration
Spreadsheets will be used to communicate
mapping values.

Mapping questions may arise and both parties may
need to discuss these until answers are agreed
upon.
4 Import-specific configuration
changes to Enterprise Permitting &
Licensing
Tyler Certain fields or values may need to exist for
imported records only. These usually require some
minor Enterprise Permitting & Licensing
configuration changes.
5 Customize conversion scripts Tyler Minor customization can be expected for many conversions, based on special requests from client.

Any special requests would also be added into the
conversion scripts at this time.
6 Conversion execution Tyler Resulting Enterprise Permitting & Licensing database will be provided to t h e City team for
review. 7 Review and either sign-off or
request changes
City City team will review the data and the interaction with it in the Enterprise Permitting & Licensing
software.

If it meets the client’s needs, sign-off will occur. If not, certain steps above may need to be repeated
until the City signs off on the conversion.

Exhibit E
Schedule 1
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Progression of Final Conversion Cutover Process (Go-Live) Step Step Name Responsible Party Notes
1 Load legacy data into
template database
Client This should just be an up-to-date extract of the legacy data into the template db.
2 Conversion execution Tyler Resulting Enterprise Permitting & Licensing database will be provided to City team. This will be
the production Enterprise Permitting & Licensing
db. 3 Go-Live Tyler /Client Verification of Enterprise Permitting & Licensing db and site functionality - Data Conversion sign-off
Move to production phase
Data Import Areas
Business Management
 Business entity (Only for Business Licensing)
 License master basic information
 License Contacts
 Contacts – Unique (keyed) contacts converted to global contacts  Non-keyed contacts converted to a Memo Custom Field or a standard note Parcel and Addresses  Reviews and Approvals – Converted to Activity
 Fees
 Bonds and Escrow
 Activities and Actions
 Conditions
 Notes
 Holds
 Initialized Workflows
 Attachments
 Contractors
 Business Types & NAICS codes
 Payment and Fee History
Community Development: Code Cases
 Code Case master basic information
 Code Case Contacts and Properties
 Contacts – Unique (keyed) contacts converted to global contacts  Non-keyed contacts converted to a Memo Custom Field or a standard note  Parcels and Addresses
 Reviews and Approvals – Converted to Activity Active Fees  Activities and Actions
 Notes
 Holds
 Initialized Workflows
 Attachments
Exhibit E
Schedule 1
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 Violations
o Fees
o Payments
o Notes
 Meetings and Hearings
 Zones
 Requests
 Payment and Fee history
Community Development: Permits
 Permit master basic information
 Permit Contacts
 Contacts – Unique (keyed) contacts converted to global contacts  Non-keyed contacts converted to a Memo Custom Field or a standard note  Parcels and Addresses
 Reviews and Approvals – Converted to Activity
 Inspections and Inspection Cases
 Sub-Permit Associations – Visible in workflow and attached records section  Fees
 Meetings and Hearings
 Bonds and Escrow
 Activities and Actions
 Conditions
 Notes
 Zones
 Holds
 Renewals
 Initialized Workflows
 Attachments
 Contractors
 Projects
 Payment and Fee History
Community Development: Plans
 Plan master basic information
 Plan Contacts
 Contacts – Unique (keyed) contacts converted to global contacts  Non-keyed contacts converted to a Memo Custom Field or a standard note  Parcels and Addresses
 Reviews and Approvals – Converted to Activity
 Inspections and Inspection Cases
 Fees
 Meetings and Hearings
 Bonds and Escrow
 Activities and Actions
 Conditions
Exhibit E
Schedule 1
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Meeting Date: 12/13/2022 / Packet Page #: 169

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 Notes
 Zones
 Holds
 Initialized Workflows
 Attachments
 Projects
 Payment and Fee history
Exhibit E
Schedule 1
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Exhibit E
Schedule 1
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Meeting Date: 12/13/2022 / Packet Page #: 171

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Additional Appendices
Intentionally left blank.

Exhibit E
Schedule 1
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Project Timeline
Enterprise Permitting & Licensing 16 Month Timeline
Exhibit E
Schedule 1
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Meeting Date: 12/13/2022 / Packet Page #: 173
Exhibit E
Schedule 2
1 Exhibit E
Schedule 2
ERP-Munis Statement of Work
[REMAINDER OF PAGE INTENTIONALLY BLANK]
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City of Glendora, CA
SOW from Tyler Technologies, Inc.
9/28/2022
Presented to:

City of Glendora
116 E Foothill Blvd
Glendora, CA 91741-3380
Contact:

Katharina Howard
Email: [email protected]
One Tyler Drive, Yarmouth, ME 04096
Exhibit E
Schedule 2
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Table of Contents
PART 1: EXECUTIVE SUMMARY ............................................................................................................... 1 Introduction .................................................................................................................................... 1 Project Goals ................................................................................................................................... 1 Methodology ................................................................................................................................... 1 PART 2: PROJECT FOUNDATION ............................................................................................................. 3 Managing Scope and Project Change ............................................................................................. 4 Change Control ............................................................................................................................... 4 Change Request Management ........................................................................................................ 4 Tyler Roles & Responsibilities ......................................................................................................... 6 Tyler Executive Manager............................................................................................................... 7 Tyler Implementation Manager .................................................................................................... 7 Tyler Project Manager................................................................................................................... 7 Tyler Implementation Consultant ................................................................................................. 8 Tyler Sales ..................................................................................................................................... 9 Tyler Technical Services ................................................................................................................ 9 Tyler SaaS Technicians .................................................................................................................. 9 Glendora, CA Roles & Responsibilities ............................................................................................ 9 Glendora, CA Executive Sponsor ................................................................................................... 9 Glendora, CA Steering Committee .............................................................................................. 10 Glendora, CA Project Manager ................................................................................................... 10 Glendora, CA Functional Leads ................................................................................................... 11 Glendora, CA Power Users .......................................................................................................... 12 Glendora, CA End Users .............................................................................................................. 12 Glendora, CA Technical Lead ...................................................................................................... 12 Glendora, CA Change Management Lead ................................................................................... 13 PART 3: PROJECT PLAN ........................................................................................................................... 14 Initiate and Plan ............................................................................................................................ 15 Initial Coordination ..................................................................................................................... 15 Project/Phase Planning ............................................................................................................... 16 Exhibit E
Schedule 2
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Infrastructure Planning ............................................................................................................... 17 Stakeholder Meeting .................................................................................................................. 18 GIS Preparation ........................................................................................................................... 19 Control Point 1: Initiate & Plan Stage Acceptance ...................................................................... 20 Assess & Define ............................................................................................................................. 21 Solution Orientation ................................................................................................................... 21 Current & Future State Analysis ................................................................................................. 21 Data Assessment ......................................................................................................................... 23 Conversion Assessment .............................................................................................................. 24 Intentionally left blank. ............................................................................................................... 25 Intentionally left blank. ............................................................................................................... 25 Control Point 2: Assess & Define Stage Acceptance ................................................................... 25 Prepare Solution ........................................................................................................................... 25 Initial System Deployment .......................................................................................................... 26 Configuration .............................................................................................................................. 27 Process Refinement .................................................................................................................... 28 Conversion Delivery .................................................................................................................... 29 Intentionally left blank. ............................................................................................................... 31 Intentionally left blank. ............................................................................................................... 31 Control Point 3: Prepare Solution Stage Acceptance ................................................................. 31 Production Readiness ................................................................................................................... 32 Solution Validation ...................................................................................................................... 32 Go-Live Readiness ....................................................................................................................... 33 End User Training ........................................................................................................................ 34 Control Point 4: Production Readiness Stage Acceptance .......................................................... 35 Production ..................................................................................................................................... 35 Go-Live ........................................................................................................................................ 35 Transition to Client Services........................................................................................................ 37 Post Go-Live Activities ................................................................................................................. 38 Control Point 5: Production Stage Acceptance ........................................................................... 39 Close .............................................................................................................................................. 39 Phase Closeout ............................................................................................................................ 39 Project Closeout .......................................................................................................................... 40 Control Point 6: Close Stage Acceptance .................................................................................... 41 Project ........................................................................................................................................... 41 Organizational Change Management ........................................................................................... 42 Resources and Scheduling............................................................................................................. 42 Data ............................................................................................................................................... 43 Facilities ......................................................................................................................................... 43 PART 4: APPENDICES ............................................................................................................................... 47 Exhibit E
Schedule 2
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Enterprise ERP Conversion Summary ........................................................................................... 47 Accounting COA .......................................................................................................................... 47 Accounting - Actuals ................................................................................................................... 47 Accounting - Budgets .................................................................................................................. 47 Accounting – Budget Detail Conversion ..................................................................................... 47 Accounts Payable Master............................................................................................................ 47 Accounts Payable - Checks .......................................................................................................... 47 Accounts Payable - Invoices ........................................................................................................ 47 Capital Assets Master.................................................................................................................. 48 Contracts ..................................................................................................................................... 48 Asset Maintenance – Work Order Assets ................................................................................. 48 Asset Maintenance – Closed Work Order History No Cost Data .............................................. 48 Asset Maintenance – Work Order History with Cost Data ....................................................... 48 General Billing CID .................................................................................................................... 48 General Billing – Recurring Invoices.......................................................................................... 48 General Billing – Bills ................................................................................................................. 48 Payroll - Standard ...................................................................................................................... 48 Payroll - Deductions .................................................................................................................. 49 Payroll – Accrual Balances ........................................................................................................ 49 Payroll – Accumulators ............................................................................................................. 49 Payroll – Check History ............................................................................................................. 49 Payroll – Earning/Deduction Hist. ............................................................................................. 49 Payroll – PM Action History ...................................................................................................... 49 Payroll – Position Control ......................................................................................................... 49 Payroll – State Retirement Tables ............................................................................................. 49 Purchase Orders ........................................................................................................................ 49 Utility Billing .............................................................................................................................. 50 Utility Billing –Flat Inventory/Containers ................................................................................. 50 Utility Billing –Budget Billing ..................................................................................................... 50 Utility Billing –Backflow ............................................................................................................ 50 Utility Billing – Work Orders ..................................................................................................... 50 Utility Billing –Services .............................................................................................................. 50 Utility Billing –Assessments ...................................................................................................... 50 Utility Billing –Consumption History ......................................................................................... 50 Utility Billing –Balance Forward AR........................................................................................... 50 Content Manager Core – Utility Billing – Standard - UB Account CIDs ..................................... 51 ERP Project Timeline ..................................................................................................................... 52

Exhibit E
Schedule 2
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Part 1: Executive Summary
Project Overview
Introduction
Tyler Technologies (“Tyler”) is the largest and most established provider of integrated software and technology services focused solely on the public sector. Tyler’s end-to-end solutions empower public sector entities including local, state, provincial and federal government, to operate more efficiently and connect more transparently with their constituents and with each other. By connecting data and processes across disparate systems, Tyler’s solutions transform how clients gain actionable insights that solve problems in their communities.

Project Goals
This Statement of Work (“SOW”) documents the methodology, implementation stages, activities, and roles and responsibilities, and project scope listed in the Investment Summary of the Agreement between Tyler and The City of Glendora (collectively the “Project”).

The overall goals of the project are to:
 Successfully implement the contracted scope on time and on budget  Increase operational efficiencies and empower users to be more productive  Improve accessibility and responsiveness to external and internal customer needs  Overcome current challenges and meet future goals
Methodology
This is accomplished by The City of Glendora and Tyler working as a partnership and Tyler utilizing its depth of implementation experience. While each Project is unique, all will follow Tyler’s six-stage methodology. Each of the six stages is comprised of multiple work packages, and each work package includes a narrative description, objectives, tasks, inputs, outputs/deliverables, assumptions, and a responsibility matrix.

Tailored specifically for Tyler’s public sector clients, the project methodology contains Stage Acceptance Control Points throughout each Phase to ensure adherence to scope, budget, timeline controls, effective communications, and quality standards. Clearly defined, the project methodology repeats consistently across Phases, and is scaled to meet The City of Glendora’s complexity and organizational needs.

Exhibit E
Schedule 2
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The methodology adapts to both single-phase and multiple-phase projects.

To achieve Project success, it is imperative that both The City of Glendora and Tyler commit to including the necessary leadership and governance. During each stage of the Project, it is expected that The City of Glendora and Tyler Project teams work collaboratively to complete tasks. An underlying principle of Tyler’s Implementation process is to employ an iterative model where The City of Glendora’s business processes are assessed, configured, validated, and refined cyclically in line with the project budget. This approach is used in multiple stages and work packages as illustrated in the graphic below.

The delivery approach is systematic, which reduces variability and mitigates risks to ensure Project success. As illustrated, some stages, along with work packages and tasks, are intended to be overlapping by nature to complete the Project efficiently and effectively.

Exhibit E
Schedule 2
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Part 2: Project Foundation
Project Governance
Project governance is the management framework within which Project decisions are made. The role of Project governance is to provide a decision-making approach that is logical, robust, and repeatable. This allows organizations to have a structured approach for conducting its daily business in addition to project related activities.

This section outlines the resources required to meet the business needs, objectives, and priorities for the Project, communicate the goals to other Project participants, and provide support and guidance to accomplish these goals. Project governance defines the structure for escalation of issues and risks, Change Control review and authority, and Organizational Change Management activities. Throughout the Statement of Work Tyler has provided RACI Matrices for activities to be completed throughout the implementation which will further outline responsibilities of different roles in each stage. Further refinement of the governance structure, related processes, and specific roles and responsibilities occurs during the Initiate & Plan Stage.

The chart below illustrates an overall team perspective where Tyler and The City of Glendora collaborate to resolve Project challenges according to defined escalation paths. If project managers do not possess authority to determine a solution, resolve an issue, or mitigate a risk, Tyler implementation management and The City of Glendora Steering Committee become the escalation points to triage responses prior to escalation to The City of Glendora and Tyler executive sponsors. As part of the escalation process, each Project governance tier presents recommendations and supporting information to facilitate knowledge transfer and issue resolution.

The City of Glendora and Tyler executive sponsors serve as the final escalation point.

Exhibit E
Schedule 2
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Project Scope Control
Managing Scope and Project Change
Project Management governance principles contend that there are three connected constraints on a Project:
budget, timeline, and scope. These constraints, known as the “triple constraints” or project management triangle, define budget in terms of financial cost, labor costs, and other resource costs. Scope is defined as the work performed to deliver a product, service or result with the specified features and functions, while time is simply defined as the schedule. The Triple Constraint theory states that if you change one side of the triangle, the other two sides must be correspondingly adjusted. For example, if the scope of the Project is increased, cost and time to complete will also need to increase. The Project and executive teams will need to remain cognizant of these constraints when making impactful decisions to the Project. A simple illustration of this triangle is included here, showing the connection of each item and their relational impact to the overall Scope.

A pillar of any successful project is the ability to properly manage scope while allowing the appropriate level of flexibility to incorporate approved changes. Scope and changes within the project will be managed using the change control process outlined in the following section.

Change Control
It may become necessary to change the scope of this Project due to unforeseeable circumstances (e.g., new constraints or opportunities are discovered). This Project is being undertaken with the understanding that Project scope, schedule, and/or cost may need to change to produce optimal results for stakeholders.

Changes to contractual requirements will follow the change control process specified in the final contract, and as described below.

Change Request Management
Should the need for a change to Project scope, schedule, and/or cost be identified during the Project, the change will be brought to the attention of the Steering Committee and an assessment of the change will occur. While such changes may result in additional costs and delays relative to the schedule, some changes may result in less cost to The City of Glendora; for example, The City of Glendora may decide it no longer Exhibit E
Schedule 2
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needs a deliverable originally defined in the Project. The Change Request will include the following information:
 The nature of the change.
 A good faith estimate of the additional cost or associated savings to The City of Glendora, if any.  The timetable for implementing the change.
 The effect on and/or risk to the schedule, resource needs or resource responsibilities.

The City of Glendora will use its good faith efforts to either approve or disapprove any Change Request within ten (10) Business Days (or other period as mutually agreeable between Tyler and The City of Glendora). Any changes to the Project scope, budget, or timeline must be documented and approved in writing using a Change Request form. These changes constitute a formal amendment to the Statement of Work and will supersede any conflicting term in the Statement of Work.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 132
Meeting Date: 12/13/2022 / Packet Page #: 183

City of Glendora, CA
Tyler Technologies, Inc. Page | 6
Acceptance Process
The implementation of a Project involves many decisions to be made throughout its lifecycle. Decisions will vary from higher level strategy decisions to smaller, detailed Project level decisions. It is critical to the success of the Project that each Glendora, CA office or department designates specific individuals for making decisions on behalf of their offices or departments.

Both Tyler and The City of Glendora will identify representative project managers. These individuals will represent the interests of all stakeholders and serve as the primary contacts between the two organizations.

The coordination of gaining the City’s feedback and approval on Project deliverables will be critical to the success of the Project. The City of Glendora project manager will strive to gain deliverable and decision approvals from all authorized Glendora, CA representatives. Given that the designated decision-maker for each department may not always be available, there must be a designated proxy for each decision point in the Project. Assignment of each proxy will be the responsibility of the leadership from each Glendora, CA department. The proxies will be named individuals that have the authorization to make decisions on behalf of their department.

The following process will be used for accepting Deliverables and Control Points:
 The City of Glendora shall have fifteen (15) business days from the date of delivery, or as otherwise mutually agreed upon by the parties in writing, to accept each Deliverable or Control Point. If The City of Glendora does not provide acceptance or acknowledgement within fifteen (15) business days, or the otherwise agreed upon timeframe, not to be unreasonably withheld, Tyler deems the Deliverable or Control Point as accepted.
 If The City of Glendora does not agree the Deliverable or Control Point meets requirements, The City of Glendora shall notify Tyler project manager(s), in writing, with reasoning within five (5) business days, or the otherwise agreed-upon timeframe, not to be unreasonably withheld, of receipt of the Deliverable.
 Tyler shall address any deficiencies and redeliver the Deliverable or Control Point. The City of Glendora shall then have ten (10) business days from receipt of the redelivered Deliverable or Control Point to accept or again submit written notification of reasons for rejecting the milestone. If The City of Glendora does not provide acceptance within ten (10) business days, or the otherwise agreed upon timeframe, not to be unreasonably withheld, Tyler deems the Deliverable or Control Point as accepted.

Roles and Responsibilities
The following defines the roles and responsibilities of each Project resource for The City of Glendora and Tyler. Roles and responsibilities may not follow the organizational chart or position descriptions at The City of Glendora, but are roles defined within the Project. It is common for individual resources on both the Tyler and Glendora, CA project teams to fill multiple roles. Similarly, it is common for some roles to be filled by multiple people.

Tyler Roles & Responsibilities
Tyler assigns a project manager prior to the start of each Phase of the Project (some Projects may only be one Phase in duration). Additional Tyler resources are assigned as the schedule develops and as needs arise.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 133
Meeting Date: 12/13/2022 / Packet Page #: 184

City of Glendora, CA
Tyler Technologies, Inc. Page | 7
Tyler Executive Manager
Tyler executive management has indirect involvement with the Project and is part of the Tyler escalation process. This team member offers additional support to the Project team and collaborates with other Tyler department managers as needed to escalate and facilitate implementation Project tasks and decisions.  Provides clear direction for Tyler staff on executing on the Project Deliverables to align with satisfying The City of Glendora ’s overall organizational strategy.  Authorizes required Project resources.
 Resolves all decisions and/or issues not resolved at the implementation management level as part of the escalation process.
 Acts as the counterpart to The City of Glendora ’s executive sponsor.

Tyler Implementation Manager
 Tyler implementation management has indirect involvement with the Project and is part of the Tyler escalation process. The Tyler project managers consult implementation management on issues and outstanding decisions critical to the Project. Implementation management works toward a solution with the Tyler Project Manager or with Glendora, CA management as appropriate. Tyler executive management is the escalation point for any issues not resolved at this level.  Assigns Tyler Project personnel.
 Provides support for the Project team.
 Provides management support for the Project to ensure it is staffed appropriately and staff have necessary resources.
 Monitors Project progress including progress towards agreed upon goals and objectives.

Tyler Project Manager
 The Tyler project manager(s) provides oversight of the Project, coordination of Tyler resources between departments, management of the Project budget and schedule, effective risk, and issue management, and is the primary point of contact for all Project related items. As requested by The City of Glendora, the Tyler Project Manager provides regular updates to The City of Glendora Steering Committee and other Tyler governance members. Tyler Project Manager’s role includes responsibilities in the following areas:

Contract Management
 Validates contract compliance throughout the Project.  Ensures Deliverables meet contract requirements.
 Acts as primary point of contact for all contract and invoicing questions.  Prepares and presents contract milestone sign-offs for acceptance by The City of Glendora project manager(s).
 Coordinates Change Requests, if needed, to ensure proper Scope and budgetary compliance.

Planning
 Delivers project planning documents.
 Defines Project tasks and resource requirements.
 Develops initial Project schedule and Project Management Plan.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 134
Meeting Date: 12/13/2022 / Packet Page #: 185

City of Glendora, CA
Tyler Technologies, Inc. Page | 8
 Collaborates with The City of Glendora project manager(s) to plan and schedule Project timelines to achieve on-time implementation.

Implementation Management
 Tightly manages Scope and budget of Project to ensure Scope changes and budget planned versus actual are transparent and handled effectively and efficiently.  Establishes and manages a schedule and Tyler resources that properly support the Project Schedule and are also in balance with Scope/budget.
 Establishes risk/issue tracking/reporting process between The City of Glendora and Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to The City of Glendora any items that may impact the outcomes of the Project.  Collaborates with The City of Glendora ’s project manager(s) to establish key business drivers and success indicators that will help to govern Project activities and key decisions to ensure a quality outcome of the project.
 Collaborates with The City of Glendora ’s project manager(s) to set a routine communication plan that will aide all Project team members, of both The City of Glendora and Tyler, in understanding the goals, objectives, status, and health of the Project.
 Provides Status Reports which include completed tasks, overdue tasks, upcoming tasks, and issues.

Additionally provides a detailed project phase budget reconciliation. Reports will be posted to the project Portal site at least one business day prior to the status meeting for which it applies for City review.
 Conducts periodic Status Calls with City Project Manager. Status Calls will occur every two weeks until 60 days prior to go live and then will occur every week. Status Reports will be delivered within 24 hours of each Status Call.
 Posts session agendas to the project portal no less than two weeks prior the session delivery date.

Resource Management
 Acts as liaison between Project team and Tyler manager(s).  Identifies and coordinates all Tyler resources across all applications, Phases, and activities including development, forms, installation, reports, implementation, and billing.  Provides direction and support to Project team.
 Manages the appropriate assignment and timely completion of tasks as defined in the Project Schedule, task list, and Go-Live Checklist.
 Assesses team performance and adjusts as necessary.
 Consulted on in Scope 3rd party providers to align activities with ongoing Project tasks.

Tyler Implementation Consultant
 Completes tasks as assigned by the Tyler project manager(s).  Documents activities for services performed by Tyler.  Guides The City of Glendora through software validation process following configuration.  Assists during Go-Live process and provides support until The City of Glendora transitions to Client Services.
 Facilitates training sessions and discussions with The City of Glendora and Tyler staff to ensure adequate discussion of the appropriate agenda topics during the allotted time.  May provide conversion review and error resolution assistance.  Will deliver calendar invitations at least ten (10) business days prior to before each scheduled session.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 135
Meeting Date: 12/13/2022 / Packet Page #: 186

City of Glendora, CA
Tyler Technologies, Inc. Page | 9
 For every onsite/remote session Tyler will deliver a site report including a summary of covered topics, agenda items not covered, session attendees, assigned homework, decisions made, new or relevant issues and support tickets summaries including ticket number. Site report will be posted to the project Portal within one week of the conclusion of the session.

Tyler Sales
 Supports Sales to Implementation knowledge transfer during Initiate & Plan.  Provides historical information, as needed, throughout implementation.  Participates in pricing activities if additional licensing and/or services are needed.

Tyler Technical Services
 Maintains Tyler infrastructure requirements and design document(s).  Involved in system infrastructure planning/review(s).  Provides first installation of licensed software with initial database on servers.  Supports and assists the project team with technical/environmental issues/needs.  Deploys Tyler products.
 Conducts GIS Planning.
 Reviews GIS data and provides feedback to The City of Glendora.  Loads Glendora, CA provided GIS data into the system.

Tyler SaaS Technicians
 Sets up Tyler-hosted servers.
 Provides maintenance of hosted server hardware, operating system, and software upgrades.  Provides IT-related services for server environment.
 Provides remote technical assistance and tracks issues.  Provides system management and disaster recovery services within hosting services.  Performs Tyler software upgrades through coordination with The City of Glendora.

Glendora, CA Roles & Responsibilities
Glendora, CA resources will be assigned prior to the start of each Phase of the Project. One person may be assigned to multiple Project roles.

Glendora, CA Executive Sponsor
The City of Glendora executive sponsor provides support to the Project by providing strategic direction and communicating key issues about the Project and its overall importance to the organization. When called upon, the executive sponsor also acts as the final authority on all escalated Project issues. The executive sponsor engages in the Project, as needed, to provide necessary support, oversight, guidance, and escalation, but does not participate in day-to-day Project activities. The executive sponsor empowers The City of Glendora steering committee, project manager(s), and functional leads to make critical business decisions for The City of Glendora.
 Champions the project at the executive level to secure buy-in.  Authorizes required project resources.
 Actively participates in organizational change communications.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 136
Meeting Date: 12/13/2022 / Packet Page #: 187

City of Glendora, CA
Tyler Technologies, Inc. Page | 10
Glendora, CA Steering Committee
The City of Glendora steering committee understands and supports the cultural change necessary for the Project and fosters an appreciation for the Project’s value throughout the organization. The steering committee oversees The City of Glendora project manager and Project through participation in regular internal meetings. The City of Glendora steering committee remains updated on all Project progress, Project decisions, and achievement of Project milestones. The City of Glendora steering committee also serves as primary level of issue resolution for the Project.
 Works to resolve all decisions and/or issues not resolved at the project manager level as part of the escalation process.
 Attends all scheduled steering committee meetings.
 Provides support for the project team.
 Assists with communicating key project messages throughout the organization.  Prioritizes the project within the organization.
 Ensures the project staffed appropriately and that staff have necessary resources.  Monitors project progress including progress towards agreed upon goals and objectives.  Has the authority to approve or deny changes impacting the following areas:
o Cost
o Scope
o Schedule
o Project Goals
o Glendora, CA Policies
o Needs of other client projects
Glendora, CA Project Manager
The City of Glendora shall assign project manager(s) prior to the start of this project with overall responsibility and authority to make decisions related to Project Scope, scheduling, and task assignment. The City of Glendora Project Manager should communicate decisions and commitments to the Tyler project manager(s) in a timely and efficient manner. When The City of Glendora project manager(s) do not have the knowledge or authority to make decisions, he or she engages the necessary resources to participate in discussions and make decisions in a timely fashion to avoid Project delays. The City of Glendora project manager(s) are responsible for reporting to The City of Glendora steering committee and determining appropriate escalation points.

Contract Management
 Validates contract compliance throughout the project.  Ensures that invoicing and Deliverables meet contract requirements.  Acts as primary point of contact for all contract and invoicing questions. Collaborates on and approves Change Requests, if needed, to ensure proper scope and budgetary compliance.

Planning
 Reviews and accepts project planning documents.
 Defines project tasks and resource requirements for The City of Glendora project team.  Collaborates in the development and approval of the project schedule.  Collaborates with Tyler project manager(s) to plan and schedule project timelines to achieve on-time implementation.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 137
Meeting Date: 12/13/2022 / Packet Page #: 188

City of Glendora, CA
Tyler Technologies, Inc. Page | 11
Implementation Management
 Tightly manages project budget and scope.
 Collaborates with Tyler project manager(s) to establish a process and approval matrix to ensure that scope changes and budget (planned versus actual) are transparent and handled effectively and efficiently.
 Collaborates with Tyler project manager to establish and manage a schedule and resource plan that properly supports the project schedule as a whole and is also in balance with scope and budget.  Collaborates with Tyler project manager(s) to establish risk and issue tracking and reporting process between The City of Glendora and Tyler and takes all necessary steps to proactively mitigate these items or communicate with transparency to Tyler any items that may impact the outcomes of the project.
 Collaborates with Tyler project manager(s) to establish key business drivers and success indicators that will help to govern project activities and key decisions to ensure a quality outcome of the project.  Routinely communicates with both The City of Glendora staff and Tyler, aiding in the understanding of goals, objectives, current status, and health of the project by all team members.  Manages the requirements gathering process and ensure timely and quality business requirements are being provided to Tyler.

Resource Management
 Acts as liaison between project team and stakeholders.  Identifies and coordinates all Glendora, CA resources across all modules, phases, and activities including data conversions, forms design, hardware and software installation, reports building, and satisfying invoices.
 Provides direction and support to project team.
 Builds partnerships among the various stakeholders, negotiating authority to move the project forward.
 Manages the appropriate assignment and timely completion of tasks as defined.  Assesses team performance and takes corrective action, if needed.  Provides guidance to Glendora, CA technical teams to ensure appropriate response and collaboration with Tyler Technical Support Teams to ensure timely response and appropriate resolution.  Owns the relationship with in-Scope 3rd party providers and aligns activities with ongoing project tasks.
 Ensures that users have appropriate access to Tyler project toolsets as required.  Conducts training on proper use of toolsets.
 Validates completion of required assignments using toolsets.

Glendora, CA Functional Leads
 Makes business process change decisions under time sensitive conditions.  Communicates existing business processes and procedures to Tyler consultants.  Assists in identifying business process changes that may require escalation.  Contributes business process expertise for Current & Future State Analysis.  Identifies and includes additional subject matter experts to participate in Current & Future State Analysis.
 Validates that necessary skills have been retained by end users.  Provides End Users with dedicated time to complete required homework tasks.  Acts as an ambassador/champion of change for the new process and provide business process change support.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 138
Meeting Date: 12/13/2022 / Packet Page #: 189

City of Glendora, CA
Tyler Technologies, Inc. Page | 12
 Identifies and communicates any additional training needs or scheduling conflicts to The City of Glendora project manager.
 Actively participates in all aspects of the implementation, including, but not limited to, the following key activities:
o Task completion
o Stakeholder Meeting
o Project Management Plan development
o Schedule development
o Maintenance and monitoring of risk register
o Escalation of issues
o Communication with Tyler project team
o Coordination of Glendora, CA resources
o Attendance at scheduled sessions
o Change management activities
o Modification specification, demonstrations, testing and approval assistance o Data analysis assistance
o Decentralized end user training
o Process testing
o Solution Validation
Glendora, CA Power Users
 Participate in project activities as required by the project team and project manager(s).  Provide subject matter expertise on The City of Glendora business processes and requirements.  Act as subject matter experts and attend Current & Future State Analysis sessions as needed.  Attend all scheduled training sessions.
 Participate in all required post-training processes as needed throughout project.  Test all application configuration to ensure it satisfies business process requirements.  Become application experts.
 Participate in Solution Validation.
 Adopt and support changed procedures.
 Complete all deliverables by the due dates defined in the project schedule.  Demonstrate competency with Tyler products processing prior to Go-live.  Provide knowledge transfer to The City of Glendora staff during and after implementation.  Participate in conversion review and validation.

Glendora, CA End Users
 Attend all scheduled training sessions.
 Become proficient in application functions related to job duties.  Adopt and utilize changed procedures.
 Complete all deliverables by the due dates defined in the project schedule.  Utilize software to perform job functions at and beyond Go-live.

Glendora, CA Technical Lead
 Coordinates updates and releases with Tyler as needed.  Coordinates the copying of source databases to training/testing databases as needed for training days.
 Coordinates and adds new users, printers and other peripherals as needed.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 139
Meeting Date: 12/13/2022 / Packet Page #: 190

City of Glendora, CA
Tyler Technologies, Inc. Page | 13
 Validates that all users understand log-on process and have necessary permission for all training sessions.
 Coordinates interface development for Glendora, CA third party interfaces.  Develops or assists in creating reports as needed.
 Ensures on-site system meets specifications provided by Tyler.  Assists with software installation as needed.
 Extracts and transmits conversion data and control reports from The City of Glendora’s legacy system per the conversion schedule set forth in the project schedule.

Glendora, CA GIS
 Participates in GIS planning activities.
 Responsible for management and maintenance of Glendora, CA GIS infrastructure and data.  Ensures GIS data/service endpoints are in alignment with Tyler software requirements.  Provides Tyler implementation team with GIS data/service access information.

Glendora, CA Upgrade Coordination
 Becomes familiar with the software upgrade process and required steps.  Becomes familiar with Tyler’s releases and updates.
 Utilizes Tyler resources to stay abreast of the latest Tyler releases and updates, as well as the latest helpful tools to manage The City of Glendora’s software upgrade process.  Assists with the software upgrade process during implementation.  Manages software upgrade activities post-implementation.  Manages software upgrade plan activities.
 Coordinates software upgrade plan activities with Glendora, CA and Tyler resources.  Communicates changes affecting users and department stakeholders.  Obtains department stakeholder acceptance to upgrade production environment.

Glendora, CA Change Management Lead
 Validates that users receive timely and thorough communication regarding process changes.  Provides coaching to supervisors to prepare them to support users through the project changes.  Identifies the impact areas resulting from project activities and develops a plan to address them proactively.
 Identifies areas of resistance and develops a plan to reinforce the change.  Monitors post-production performance and new process adherence.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 140
Meeting Date: 12/13/2022 / Packet Page #: 191

City of Glendora, CA
Tyler Technologies, Inc. Page | 14
Part 3: Project Plan
Project Stages
Work Breakdown Structure
The Work Breakdown Structure (WBS) is a hierarchical representation of a Project or Phase broken down into smaller, more manageable components. The top-level components are called “Stages” and the second level components are called “Work Packages”. The work packages, shown below each stage, contain the high-level work to be done. The detailed Project Schedule, developed during Project/Phase Planning and finalized during subsequent stages, lists the tasks to be completed within each work package. Each stage ends with a “Control Point”, confirming the work performed during that stage of the Project has been accepted by The City of Glendora.
*Items noted with an asterisk in the graphic above relate to specific products and services. If those products and services are not included in the scope of the contract, these specific work packages will be noted as “Intentionally Left Blank” in Section 6 of the Statement of Work.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 141
Meeting Date: 12/13/2022 / Packet Page #: 192

City of Glendora, CA
Tyler Technologies, Inc. Page | 15
Initiate and Plan
The Initiate and Plan stage involves Project initiation, infrastructure, and planning. This stage creates a foundation for the Project by identifying and establishing sequence and timing for each Phase as well as verifying scope for the Project. This stage will be conducted at the onset of the Project, with a few unique items being repeated for the additional Phases as needed.

Initial Coordination
Prior to Project commencement, Tyler management assigns project manager(s). Additional Project resources will be assigned later in the Project as a Project schedule is developed. Tyler provides The City of Glendora with initial Project documents used to gather names of key personnel, their functional role as it pertains to the Project, as well as any blackout dates to consider for future planning. The City of Glendora gathers the information requested by the provided deadline ensuring preliminary planning and scheduling can be conducted moving the Project forward in a timely fashion. Internally, the Tyler Project Manager(s) coordinate with sales to ensure transfer of vital information from the sales process prior to scheduling a Project Planning Meeting with The City of Glendora’s team. During this step, Tyler will work with The City of Glendora to establish the date(s) for the Project and Phase Planning session.

Objectives:
 Formally launch the project.
 Establish project governance.
 Define and communicate governance for Tyler.
 Identify Glendora, CA project team.

STAGE 1 Initial Coordination
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Tyler project team is assigned A R C I I I I I I
Glendora, CA project team is
assigned A I R I I I
Provide initial project
documents to The City of
Glendora

A R C C I I
Gather preliminary information
requested I A R C C C C
Sales to implementation
knowledge transfer A R I I I I I
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 142
Meeting Date: 12/13/2022 / Packet Page #: 193

City of Glendora, CA
Tyler Technologies, Inc. Page | 16
Create Project Portal to store
project artifacts and facilitate
communication
A R I
Inputs Contract documents
Statement of Work
Outputs/Deliverables Completed initial project documents Project portal
Work package assumptions:
 Project activities begin after the agreement has been fully executed.

Project/Phase Planning
Project and Phase planning provides an opportunity to review the contract, software, data conversions and services purchased, identify applications to implement in each Phase (if applicable), and discuss implementation timeframes.

During this work package Tyler will work with The City of Glendora to coordinate and plan a formal Project planning meeting(s). This meeting signifies the start of the Project and should be attended by all Glendora, CA Project team members and the Tyler Project Manager. The meeting provides an opportunity for Tyler to introduce its implementation methodology, terminology, and Project management best practices to The City of Glendora’s Project Team. This will also present an opportunity for project managers and Project sponsors to begin to discuss Project communication, metrics, status reporting and tools to be used to measure Project progress and manage change.

Tyler will work with The City of Glendora Project Team to prepare and deliver the Project Management Plan as an output of the planning meeting. This plan will continue to evolve and grow as the Project progresses and will describe how the project will be executed, monitored, and controlled.

During project planning, Tyler will introduce the tools that will be used throughout the implementation. Tyler will familiarize The City of Glendora with these tools during project planning and make them available for review and maintenance as applicable throughout the project. Some examples are Solution validation plan, issue log, and go-live checklist.

STAGE 1 Project/Phase Planning
Tyler Glendora, CA
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 143
Meeting Date: 12/13/2022 / Packet Page #: 194

City of Glendora, CA
Tyler Technologies, Inc. Page | 17
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Schedule and
conduct planning
session(s)

A R I C C I
Develop Project
Management Plan A R I C C I
Develop initial
project schedule A R I I I I I I C C I I C I
Inputs Contract documents
Statement of Work
Guide to Starting Your Project
Outputs / Deliverables Acceptance Criteria [only] for Deliverables Project Management Plan Delivery of document
Project Operational Plan Delivery of document
Initial Project Schedule Glendora, CA provides acceptance of schedule based on resource availability,
project budget, and goals.

Work package assumptions:
 Glendora, CA has reviewed and completed the Guide to Starting Your Project document.

Infrastructure Planning
Procuring required hardware and setting it up properly is a critical part of a successful implementation. This task is especially important for Tyler-hosted/SaaS deployment models. Tyler will be responsible for building the environments for a hosted/SaaS deployment, unless otherwise identified in the Agreement. Tyler will install Licensed Software on application server(s) or train The City of Glendora to install License Software. The City of Glendora is responsible for the installation and setup of all peripheral devices.

Objectives:
 Ensure The City of Glendora’s infrastructure meets Tyler’s application requirements.  Ensure The City of Glendora’s infrastructure is scheduled to be in place and available for use on time.

STAGE 1 Infrastructure Planning
Tyler Glendora, CA
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 144
Meeting Date: 12/13/2022 / Packet Page #: 195

City of Glendora, CA
Tyler Technologies, Inc. Page | 18
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide Infrastructure
Requirements and Design
Document

A R C C I I
Initial Infrastructure
Meeting A R C C C C
*Schedule SaaS
Environment Availability A R C I
*Schedule Hardware to
be Available for
Installation

I I A R C
Schedule Installation of
All Licensed Software A R C I I
Infrastructure Audit A R C I C
Inputs 1. Initial Infrastructure Requirements and Design Document Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables

1. Completed Infrastructure Requirements
and Design Document
Delivery of Document

2. Infrastructure Audit System Passes Audit Criteria
Stakeholder Meeting
Communication of the Project planning outcomes to The City of Glendora Project team, executives and other key stakeholders is vital to Project success. The Stakeholder meeting is a strategic activity to inform, engage, gain commitment, and instill confidence in The City of Glendora team. During the meeting, the goals and objectives of the Project will be reviewed along with detail on Project scope, implementation methodology, roles and responsibilities, Project timeline and schedule, and keys to Project success.

Objectives:
 Formally present and communicate the project activities and timeline.  Communicate project expectations.

STAGE 1 Stakeholder Meeting
Tyler Glendora, CA
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 145
Meeting Date: 12/13/2022 / Packet Page #: 196

City of Glendora, CA
Tyler Technologies, Inc. Page | 19
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Create Stakeholder
Meeting Presentation I A R I I I I C I
Review Stakeholder
Meeting Presentation I C A R C
Perform Stakeholder
Meeting Presentation I A R I I I I C I I I I I I
Inputs Agreement
SOW
Project Management Plan
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Stakeholder Meeting Presentation
Work package assumptions:
 None
GIS Preparation
GIS data is a core part of many Tyler applications. Other Glendora, CA offices/products may also use this data and have different GIS requirements. A key focus of this preparation will be the process for developing the GIS data for use with Tyler applications. This can be an iterative process, so it is important to begin preparation early.

Objectives:
 Identify all Glendora, CA GIS data sources and formats.  Tyler to understand The City of Glendora’s GIS needs and practices.  Ensure The City of Glendora’s GIS data meets Tyler product requirements.

STAGE 1 GIS Preparation
Tyler Glendora, CA
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 146
Meeting Date: 12/13/2022 / Packet Page #: 197

City of Glendora, CA
Tyler Technologies, Inc. Page | 20
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Initial GIS Planning
Meeting A R C C C
Determine all GIS Data
Sources I I A R C
Provide Source GIS Data I I A R C
Review GIS Data and
Provide Feedback A R C I C
Inputs GIS Requirements Document
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Production Ready Map Data Meets Tyler GIS Requirements.

Work package assumptions:
 GIS data provided to Tyler is accurate and complete.
 GIS data provided to Tyler is current.
 Glendora, CA is responsible for maintaining the GIS data.

Control Point 1: Initiate & Plan Stage Acceptance
Acceptance criteria for this stage includes completion of all criteria listed below.

Note: Advancement to the Assess & Define stage is not dependent upon Tyler’s receipt of this stage acceptance.

Initiate & Plan Stage Deliverables:
 Project Management Plan
 Initial Project Schedule
Initiate & Plan stage acceptance criteria:
 All stage deliverables accepted based on acceptance criteria previously defined  Project governance defined
 Project portal made available to The City of Glendora  Stakeholder meeting complete
 GIS Data Production Ready
 Completed Infrastructure Requirements and Design Document  System Passes Infrastructure Audit (as applicable)
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 147
Meeting Date: 12/13/2022 / Packet Page #: 198

City of Glendora, CA
Tyler Technologies, Inc. Page | 21
Assess & Define
The Assess & Define stage will provide an opportunity to gather information related to current Glendora, CA business processes. This information will be used to identify and define business processes utilized with Tyler software. The City of Glendora collaborates with Tyler providing complete and accurate information to Tyler staff and assisting in analysis, understanding current workflows and business processes.

Solution Orientation
The Solution Orientation provides the Project stakeholders a high-level understanding of the solution functionality prior to beginning the current and future state analysis. The primary goal is to establish a foundation for upcoming conversations regarding the design and configuration of the solution.

Tyler utilizes a variety of tools for the Solution Orientation, focusing on Glendora, CA team knowledge transfer such as: eLearning, documentation, or walkthroughs. The City of Glendora team will gain a better understanding of the major processes and focus on data flow, the connection between configuration options and outcome, integration, and terminology that may be unique to Tyler’s solution.

Objectives:
 Provide a basic understanding of system functionality.  Prepare The City of Glendora for current and future state analysis.

STAGE 2 Solution Orientation
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide pre-requisites A R I I I I I
Complete pre-requisites A R C C
Conduct orientation A R I I I I I
Inputs Solution orientation materials
Training Plan
Current & Future State Analysis
The Current & Future State Analysis provides the Project stakeholders and Tyler an understanding of process changes that will be achieved with the new system.

The City of Glendora and Tyler will evaluate current state processes, options within the new software, pros and cons of each based on current or desired state and make decisions about the future state configuration and processing. This may occur before or within the same timeframe as the configuration work package. The Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 148
Meeting Date: 12/13/2022 / Packet Page #: 199

City of Glendora, CA
Tyler Technologies, Inc. Page | 22
options within the new software will be limited to the scope of this implementation and will make use of standard Tyler functionality.

The City of Glendora will adopt the existing Tyler solution wherever possible to avoid project schedule and quality risk from over customization of Tyler products. It is The City of Glendora’s responsibility to verify that in-scope requirements are being met throughout the implementation if functional requirements are defined as part of the contract. The following guidelines will be followed when evaluating if a modification to the product is required:
 A reasonable business process change is available.
 Functionality exists which satisfies the requirement.  Configuration of the application satisfies the requirement.  An in-scope modification satisfies the requirement.

Requirements that are not met will follow the agreed upon change control process and can have impacts on the project schedule, scope, budget, and resource availability.

STAGE 2 Current & Future State Analysis
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Current State process
review A R I I I C C C C C
Discuss future-state
options A R C C C C C C C C
Make future-state
decisions (non-COTS) C C C C C A R I C C
Document anticipated
configuration options
required to support
future state

A R C C C I I I I I
Inputs Glendora, CA current state documentation
Solution Orientation completion
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Documentation that describes future-state
decisions and configuration options to support
future-state decisions.

Delivery of document
Work package assumptions:

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 149
Meeting Date: 12/13/2022 / Packet Page #: 200

City of Glendora, CA
Tyler Technologies, Inc. Page | 23
 Glendora, CA attendees possess sufficient knowledge and authority to make future state decisions.  The City of Glendora is responsible for any documentation of current state business processes.  The City of Glendora can effectively communicate current state processes.

Data Assessment
Given the completion of the Current & Future State Analysis, the Data Assessment will provide the implementation team the design for data delivery prior to configuration. The data Assessment will also allow the Tyler and The City of Glendora teams to identify the data that will be configured within the Tyler System.

The team will develop and map out dataset structures to ensure that data is structured in a way that allows maximum utility.

The teams will review any existing data publish and metadata standards for The City of Glendora’s current data program to determine any necessary adjustments or configuration needs. Finally, the implementation team develops data workflows to map data from the source system(s) into the Tyler system, discussing any additional data requirements as needed.

Objectives:
 Communicate a common understanding of the project goals with respect to data.  Ensure complete and accurate source data is available for review/transfer.  Map the data from the source to the Tyler system.
 Document the data conversion/loading approach.

STAGE 2 Data Conversion Assessment
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Extract Data from Source
Systems I C A R
Complete Data
Analysis/Mapping A R C C I C C I
Review and Scrub Source
Data I I I A R C I
Build/Update Data
Conversion Plan R C C C I I I I
Inputs Glendora, CA Source data
Glendora, CA Source data Documentation (if available)
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 150
Meeting Date: 12/13/2022 / Packet Page #: 201

City of Glendora, CA
Tyler Technologies, Inc. Page | 24
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data Conversion Plan built/updated (if
applicable}
Glendora, CA Acceptance of Data Conversion
Plan, if Applicable
Glendora, CA acceptance of Solution Design
Document
Work package assumptions:
 Tyler will be provided with data from the Legacy system(s) in a mutually agreed upon format.  Tyler will work with The City of Glendora representatives to identify business rules before writing the conversion.
 Glendora, CA subject matter experts and resources most familiar with the current data will be involved in the data conversion planning effort.

Conversion Assessment
Data Conversions are a major effort in any software implementation. Tyler’s conversion tools facilitate the predictable, repeatable conversion process that is necessary to support a successful transition to the Tyler system. The first step in this process is to perform an assessment of the existing (“legacy”) system(s), to better understand the source data, risks, and options available. Once the data has been analyzed, the plan for data conversion is completed and communicated to the appropriate stakeholders.

Objectives:
 Communicate a common understanding of the project goals with respect to data.  Ensure complete and accurate source data is available for review/transfer.  Map the data from the source to the Tyler system.
 Document the data conversion/loading approach.

STAGE 2 Data Conversion Assessment
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Extract Data from
Source Systems I C A R
Review and Scrub
Source Data I I I A R C I
Build/Update Data
Conversion Plan R C C C I I I I
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 151
Meeting Date: 12/13/2022 / Packet Page #: 202

City of Glendora, CA
Tyler Technologies, Inc. Page | 25
Inputs Glendora, CA Source data
Glendora, CA Source data Documentation (if available)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data Conversion Plan built/updated Glendora, CA Acceptance of Data Conversion Plan, if Applicable
Work package assumptions:
 Tyler will be provided with data from the Legacy system(s) in a mutually agreed upon format.  Tyler will work with The City of Glendora representatives to identify business rules before writing the conversion.
 Glendora, CA subject matter experts and resources most familiar with the current data will be involved in the data conversion planning effort.

Intentionally left blank.

Intentionally left blank.

Control Point 2: Assess & Define Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below.

Note: Advancement to the Prepare Solution Stage is dependent upon Tyler’s receipt of the Stage Acceptance.

Assess & Define Stage Deliverables:
 Documentation of future state decisions and configuration options to support future state decisions.  Modification specification document.

Initiate & Plan stage acceptance criteria:
 All stage deliverables accepted based on criteria previously defined.  Solution Orientation is delivered.
 Conversion data extracts are received by Tyler.
 Data conversion plan built.

Prepare Solution
During the Prepare Solution stage, information gathered during the Initiate & Plan and Assess & Define stages will be used to install and configure the Tyler software solution. Software configuration will be validated by The City of Glendora against future state decisions defined in previous stages and processes refined as needed to ensure business requirements are met.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 152
Meeting Date: 12/13/2022 / Packet Page #: 203

City of Glendora, CA
Tyler Technologies, Inc. Page | 26
Initial System Deployment
The timely availability of the Tyler Solution is important to a successful Project implementation. The success and timeliness of subsequent work packages are contingent upon the initial system deployment of Tyler Licensed Software on an approved network and infrastructure. Delays in executing this work package can affect the project schedule.

Objectives:
 All licensed software is installed and operational.
 The City of Glendora can access the software.

STAGE 3 Initial System Deployment (Hosted/SaaS)*
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Prepare hosted
environment A R I C
Install Licensed
Software with
Initial Database on
Server(s) for
Included
Environments*

A R I C
Install Licensed
Software on
Glendora, CA
Devices (if
applicable)

I C A R
Tyler System
Administration
Training (if
applicable)

A R I C
*City of Glendora will be installed with one instance of the following environments: Production, Train, Test, and IMPL.

Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Licensed Software is Installed on the Server(s) Software is accessible Licensed Software is Installed on Glendora, CA
Devices (if applicable)
Software is accessible
Installation Checklist/System Document System Passes
Infrastructure Design Document (C&J – If
Applicable)
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 153
Meeting Date: 12/13/2022 / Packet Page #: 204

City of Glendora, CA
Tyler Technologies, Inc. Page | 27
Work package assumptions:
 The most current available version of the Tyler Licensed Software will be installed.  The City of Glendora will provide network access for Tyler modules, printers, and Internet access to all applicable Glendora, CA and Tyler Project staff.

Configuration
The purpose of Configuration is to prepare the software product for validation.

Tyler staff collaborates with The City of Glendora to complete software configuration based on the outputs of the future state analysis performed during the Assess and Define Stage. The City of Glendora collaborates with Tyler staff iteratively to validate software configuration.

Objectives:
 Software is ready for validation.
 Educate The City of Glendora Power User how to configure and maintain software.  Prepare standard interfaces for process validation (if applicable).

STAGE 3 Configuration
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Conduct configuration
training A R I C C
Complete Tyler
configuration tasks
(where applicable)

A R I I I
Complete Glendora, CA
configuration tasks
(where applicable)

I C A R C
Standard interfaces
configuration and
training (if applicable)

A R C I C C C
Updates to Solution
Validation testing plan C C A R C C
Inputs Documentation that describes future state decisions and configuration options to support future state decisions.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 154
Meeting Date: 12/13/2022 / Packet Page #: 205

City of Glendora, CA
Tyler Technologies, Inc. Page | 28
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Configured System N/A
Work package assumptions:
 Tyler provides guidance for configuration options available within the Tyler software. The City of Glendora is responsible for making decisions when multiple options are available.

Process Refinement
Tyler will educate The City of Glendora users on how to execute processes in the system to prepare them for the validation of the software. The City of Glendora collaborates with Tyler staff iteratively to validate software configuration options to support future state.

Objectives:
 Ensure that The City of Glendora understands future state processes and how to execute the processes in the software.
 Refine each process to meet the business requirements.  Validate standard interfaces, where applicable.
 Validate forms and reports, where applicable.

STAGE 3 Process Refinement
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Conduct process
training A R I C I C
Confirm process
decisions I C A R C I C
Test configuration I C A R C
Refine
configuration
(Glendora, CA
Responsible)

I C A R C
Refine
configuration (Tyler
Responsible)

A R I I I
Validate interface
process and results I C C A R C C
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 155
Meeting Date: 12/13/2022 / Packet Page #: 206

City of Glendora, CA
Tyler Technologies, Inc. Page | 29
Update Glendora,
CA-specific process
documentation (if
applicable)

I C A R C
Updates to
Solution Validation
testing plan

C C A R C C
Inputs Initial Configuration
Documentation that describes future state decisions and configuration options to support future state decisions.

Solution validation test plan
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Updated solution validation test plan
Completed Glendora, CA-specific process
documentation (completed by Glendora,
CA)
Work package assumptions:
 None
Conversion Delivery
The purpose of this task is to transition The City of Glendora’s data from their source (“legacy”) system(s) to the Tyler system(s). The data will need to be mapped from the legacy system into the new Tyler system format. A well-executed data conversion is key to a successful cutover to the new system(s).

With guidance from Tyler, The City of Glendora will review specific data elements within the system and identify / report discrepancies. Iteratively, Tyler will collaborate with The City of Glendora to address conversion discrepancies. This process will allow for clean, reconciled data to transfer from the source system(s) to the Tyler system(s). Reference Conversion Appendix for additional detail.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 156
Meeting Date: 12/13/2022 / Packet Page #: 207

City of Glendora, CA
Tyler Technologies, Inc. Page | 30
Objectives:
 Data is ready for production (Conversion).

STAGE 3 Data Delivery & Conversion
Tyler Glendora, CA

RACI MATRIX
KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide data
crosswalks/code
mapping tool

A C R I I I
Populate data
crosswalks/code
mapping tool

I C C A R C
Iterations:

Conversion
Development

A C R I I
Iterations:

Deliver
converted data

A R I I I
Iterations:

Proof/Review
data and

C C C A R C C
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 157
Meeting Date: 12/13/2022 / Packet Page #: 208

City of Glendora, CA
Tyler Technologies, Inc. Page | 31
reconcile to
source system
Provide
instructions on
conversion
validation
process

R R I I I C
Inputs
Data Conversion Plan
Configuration
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Code Mapping Complete / Validated N/A
Conversion Iterations / Reviews Complete Conversion complete, verified, and ready for final pass
Work package assumptions:
 The City of Glendora will provide a single file layout per source system as identified in the investment summary and Statement of Work (see Appendix). Many sources can be combined on the city side and submitted to Tyler in one single format – but 1 submission in a single format is required.  The City of Glendora subject matter experts and resources most familiar with the current data will be involved in the data conversion effort.
 The City of Glendora project team will be responsible for completing the code mapping activity, with assistance from Tyler.

Intentionally left blank.

Intentionally left blank.

Control Point 3: Prepare Solution Stage Acceptance
Acceptance criteria for this Stage includes all criteria listed below in each Work Package.

Note: Advancement to the Production Readiness Stage is dependent upon Tyler’s receipt of the Stage Acceptance.

Prepare Solution Stage Deliverables:
 Licensed software is installed and accessible.
 Installation checklist/system document.
 Conversion iterations and reviews complete.
 Solution validation test plan has been delivered.

Prepare Solution Stage Acceptance Criteria:
 All stage deliverables accepted based on criteria previously defined.  Software is configured.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 158
Meeting Date: 12/13/2022 / Packet Page #: 209

City of Glendora, CA
Tyler Technologies, Inc. Page | 32
 Solution validation test plan has been reviewed and updated if needed.

Production Readiness
Activities in the Production Readiness stage will prepare The City of Glendora team for go-live through solution validation, the development of a detailed go-live plan and end user training. A readiness assessment will be conducted with The City of Glendora to review the status of the project and the organizations’ readiness for go-live.

Solution Validation
Solution Validation is the end-to-end software testing activity to ensure that The City of Glendora verifies all aspects of the Project (hardware, configuration, business processes, etc.) are functioning properly, and validates that all features and functions per the contract have been deployed for system use.

Objectives:
 Validate that the solution performs as indicated in the solution validation plan.  Ensure The City of Glendora organization is ready to move forward with go-live and training (if applicable).

STAGE 4 Solution Validation
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Update Solution
Validation plan A R C C C C
Update test scripts (as
applicable) C C C A R C
Perform testing C C C A R C
Document issues from
testing C C C A R C
Perform required followup on issues A R C C C C
Inputs Solution Validation plan
Completed work product from prior stages (configuration, business process, etc.) Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Solution Validation Report Glendora, CA updates report with testing results
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 159
Meeting Date: 12/13/2022 / Packet Page #: 210

City of Glendora, CA
Tyler Technologies, Inc. Page | 33
Work package assumptions:
 Designated testing environment has been established.
 Testing includes current phase activities or deliverables only.

Go-Live Readiness
Tyler and The City of Glendora will ensure that all requirements defined in Project planning have been completed and the Go-Live event can occur, as planned. A go-live readiness assessment will be completed identifying risks or actions items to be addressed to ensure The City of Glendora has considered its ability to successfully Go-Live. Issues and concerns will be discussed, and mitigation options documented. Tyler and The City of Glendora will jointly agree to move forward with transition to production. Expectations for final preparation and critical dates for the weeks leading into and during the Go-Live week will be planned in detail and communicated to Project teams.

Objectives:
 Action plan for go-live established.
 Assess go-live readiness.
 Stakeholders informed of go-live activities.

STAGE 4 Go-Live Readiness
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Perform Readiness
Assessment I A R C C I C I I I I I I
Conduct Go-Live planning
session A R C C C C C C C
Order peripheral
hardware (if applicable) I A R C
Confirm procedures for
Go-Live issue reporting &
resolution

A R I I I I C C I I I I I
Develop Go-Live checklist A R C C C C I C C
Final system
infrastructure review
(where applicable)

A R C C
Inputs Future state decisions
Go-live checklist template
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 160
Meeting Date: 12/13/2022 / Packet Page #: 211

City of Glendora, CA
Tyler Technologies, Inc. Page | 34
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Updated go-live checklist Updated Action plan and Checklist for go-live delivered to The City of Glendora
Work package assumptions:
 None
End User Training
End User Training is a critical part of any successful software implementation. Using a training plan previously established through the project schedule and project plan, the Project team will organize and initiate the training activities.

Train the Trainer: Tyler provides one occurrence of each scheduled training or implementation topic.

Glendora, CA users who attended the Tyler sessions may train additional users. Additional Tyler led sessions may be contracted at the applicable rates for training.

Tyler will provide standard application documentation for the general use of the software. It is not Tyler’s responsibility to develop Glendora, CA specific business process documentation. Glendora, CA-led training labs using Glendora, CA specific business process documentation if created by The City of Glendora can be added to the regular training curriculum, enhancing the training experiences of the end users.

Objectives:
 End users are trained on how to use the software prior to go-live.  The City of Glendora is prepared for on-going training and support of the application.

STAGE 4 End User Training
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Update training plan A R C C I C
End User training (Tylerled) A R C C C I C C C
Train-the-trainer A R C C C I C
End User training
(Glendora, CA-led) C C A R I C C C
Inputs Training Plan
List of End Users and their Roles / Job Duties
Configured Tyler System
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 161
Meeting Date: 12/13/2022 / Packet Page #: 212

City of Glendora, CA
Tyler Technologies, Inc. Page | 35
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
End User Training Glendora, CA signoff that training was completed
Work package assumptions:
 The City of Glendora project team will work with Tyler to jointly develop a training curriculum that identifies the size, makeup, and subject-area of each of the training classes.  Tyler will work with The City of Glendora as much as possible to provide end-user training in a manner that minimizes the impact to the daily operations of Glendora, CA departments.  The City of Glendora will be responsible for training new users after go-live (exception—previously planned or regular training offerings by Tyler).

Control Point 4: Production Readiness Stage Acceptance
Acceptance criteria for this stage includes all criteria listed below. Advancement to the Production stage is dependent upon Tyler’s receipt of the stage acceptance.

Production Readiness stage deliverables:
 Solution Validation Report.
 Update go-live action plan and checklist.
 End user training.

Production Readiness stage acceptance criteria:
 All stage deliverables accepted based on criteria previously defined.  Required follow-up on any testing issues resolved.
 Go-Live planning session conducted.

Production
Following end user training the production system will be fully enabled and made ready for daily operational use as of the scheduled date. Tyler and The City of Glendora will follow the comprehensive action plan laid out during Go-Live Readiness to support go-live activities and minimize risk to the Project during go-live.

Following go-live, Tyler will work with The City of Glendora to verify that implementation work is concluded, post go-live activities are scheduled, and the transition to Client Services is complete for long-term operations and maintenance of the Tyler software.

Go-Live
Following the action plan for Go-Live, defined in the Production Readiness stage, The City of Glendora and Tyler will complete work assigned to prepare for Go-Live.

The City of Glendora provides final data extract and Reports from the Legacy System for data conversion and Tyler executes final conversion iteration, if applicable. If defined in the action plan, The City of Glendora manually enters any data added to the Legacy System after final data extract into the Tyler system.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 162
Meeting Date: 12/13/2022 / Packet Page #: 213

City of Glendora, CA
Tyler Technologies, Inc. Page | 36
Tyler staff collaborates with The City of Glendora during Go-Live activities. The City of Glendora transitions to Tyler software for day-to day business processing.

Some training topics are better addressed following Go-Live when additional data is available in the system or based on timing of applicable business processes and will be scheduled following Go-Live per the Project Schedule.

Objectives:
 Execute day to day processing in Tyler software.
 Glendora, CA data available in Production environment.

STAGE 5 Go-Live
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Provide final source data
extract, if applicable C C A R
Final source data pushed
into production
environment, if
applicable

A C R I C C C
Proof final converted
data, if applicable C C C A R C
Complete Go-Live
activities as defined in
the Go-Live action plan

C C C A R C I C
Provide Go-Live
assistance A R C C I C C I C I C
Inputs Comprehensive Action Plan for Go-Live
Final source data (if applicable)
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Data is available in production environment Glendora, CA confirms data is available in production environment
Work package assumptions:
 The City of Glendora will complete activities documented in the action plan for Go-Live as scheduled.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 163
Meeting Date: 12/13/2022 / Packet Page #: 214

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Tyler Technologies, Inc. Page | 37
 External stakeholders will be available to assist in supporting the interfaces associated with the GoLive live process.  The City of Glendora business processes required for Go-Live are fully documented and tested.  The City of Glendora Project team and subject matter experts are the primary point of contact for the end users when reporting issues during Go-Live.
 The City of Glendora Project Team and Power User’s provide business process context to the end users during Go-Live.
 The Tyler Go-Live support team is available to consult with The City of Glendora teams as necessary.  The Tyler Go-Live support team provides standard functionality responses, which may not be tailored to the local business processes.

Transition to Client Services
This work package signals the conclusion of implementation activities for the Phase or Project with the exception of agreed-upon post Go-Live activities. The Tyler project manager(s) schedules a formal transition of The City of Glendora onto the Tyler Client Services team, who provides The City of Glendora with assistance following Go-Live, officially transitioning The City of Glendora to operations and maintenance.

Objectives:
 Ensure no critical issues remain for the project teams to resolve.  Confirm proper knowledge transfer to The City of Glendora teams for key processes and subject areas.

STAGE 5 Transition to Client Services
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Transfer Glendora, CA to
Client Services and
review issue reporting
and resolution processes

I I A I I R I I C C C
Review long term
maintenance and
continuous
improvement

A R C C C
Inputs Open item/issues List
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Client Services Support Document
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 164
Meeting Date: 12/13/2022 / Packet Page #: 215

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Tyler Technologies, Inc. Page | 38
Work package assumptions:
 No material project issues remain without assignment and plan.

Post Go-Live Activities
Some implementation activities are provided post-production due to the timing of business processes, the requirement of actual production data to complete the activities, or the requirement of the system being used in a live production state.

Objectives:
 Schedule activities that are planned for after Go-Live.  Ensure issues have been resolved or are planned for resolution before phase or project close.

STAGE 5 Post Go-Live Activities
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Schedule contracted
activities that are
planned for delivery
after go-live

A R C C C C I C C I C C
Determine resolution
plan in preparation for
phase or project close
out

A R C C C I C C I C
Inputs List of post Go-Live activities
Outputs /
Deliverables
Acceptance Criteria [only] for
Deliverables
Updated issues log
Work package assumptions:
 System is being used in a live production state.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 165
Meeting Date: 12/13/2022 / Packet Page #: 216

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Tyler Technologies, Inc. Page | 39
Control Point 5: Production Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below:
 Advancement to the Close stage is not dependent upon Tyler’s receipt of this Stage Acceptance.  Converted data is available in production environment.

Production Stage Acceptance Criteria:
 All stage deliverables accepted based on criteria previously defined.  Go-Live activities defined in the Go-Live action plan completed.  Client services support document is provided.

Close
The Close stage signifies full implementation of all products purchased and encompassed in the Phase or Project. The City of Glendora transitions to the next cycle of their relationship with Tyler (next Phase of implementation or long-term relationship with Tyler Client Services).

Phase Closeout
This work package represents Phase completion and signals the conclusion of implementation activities for the Phase. The Tyler Client Services team will assume ongoing support of The City of Glendora for systems implemented in the Phase.

Objectives:
 Agreement from Tyler and The City of Glendora teams that activities within this phase are complete.

STAGE 6 Phase Close Out
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Reconcile project budget
and status of contract
Deliverables

I A R I I C
Hold post phase review
meeting A R C C C C C C C C C
Release phasedependent Tyler project
resources

A R I I
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 166
Meeting Date: 12/13/2022 / Packet Page #: 217

City of Glendora, CA
Tyler Technologies, Inc. Page | 40
Participants Tyler Glendora, CA
Project Leadership Project Manager
Project Manager Project Sponsor(s)
Implementation Consultants Functional Leads, Power Users, Technical Leads
Technical Consultants (Conversion, Deployment,
Development)
Client Services
Inputs Contract
Statement of Work
Project artifacts
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Final action plan (for outstanding items)
Reconciliation Report
Post Phase Review
Work package assumptions:
 Tyler deliverables for the phase have been completed.

Project Closeout
Completion of this work package signifies final acceptance and formal closing of the Project.

At this time The City of Glendora may choose to begin working with Client Services to look at continuous improvement Projects, building on the completed solution.

Objectives:
 Confirm no critical issues remain for the project teams to resolve.  Determine proper knowledge transfer to The City of Glendora teams for key processes and subject areas has occurred.
 Verify all deliverables included in the Agreement are delivered.

STAGE 6 Project Close Out
Tyler Glendora, CA
RACI MATRIX KEY:

R = Responsible
A = Accountable
C = Consulted
I = Informed Executive Manager Implementation Manager Project Manager Implementation Consultant Data Experts Modification Services Technical Services Client Services Executive Sponsor Steering Committee Project Manager Functional Leads Change Management Leads Subject Matter Experts (Power Users) Department Heads End Users Technical Leads Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 167
Meeting Date: 12/13/2022 / Packet Page #: 218

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Tyler Technologies, Inc. Page | 41
Conduct post project
review A R C C C C C C C C C
Deliver post project
report to Glendora, CA
and Tyler leadership

I A R I I C
Release Tyler project
resources

A R I I
Inputs Contract
Statement of Work
Outputs /
Deliverables
Acceptance Criteria [only] for Deliverables
Post Project Report Glendora, CA acceptance; Completed report indicating all project Deliverables and
milestones have been completed
Work package assumptions:
 All project implementation activities have been completed and approved.  No critical project issues remain that have not been documented and assigned.  Final project budget has been reconciled and invoiced.  All Tyler deliverables have been completed.

Control Point 6: Close Stage Acceptance
Acceptance criteria for this Stage includes completion of all criteria listed below.

Close Stage Deliverables:
 Post Project Report.
 Final Action Plan
 Final Reconciliation Report
 Post Phase Review
Close Stage Acceptance Criteria:
 Completed report indicating all Project deliverables and milestones have been completed.

General Assumptions
Tyler and The City of Glendora will use this SOW as a guide for managing the implementation of the Tyler Project as provided and described in the Agreement. There are a few assumptions which, when acknowledged and adhered to, will support a successful implementation. Assumptions related to specific work packages are documented throughout the SOW. Included here are general assumptions which should be considered throughout the overall implementation process.

Project
 Project activities will begin after the Agreement has been fully executed.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 168
Meeting Date: 12/13/2022 / Packet Page #: 219

City of Glendora, CA
Tyler Technologies, Inc. Page | 42
 The City of Glendora Project Team will complete their necessary assignments in a mutually agreed upon timeframe to meet the scheduled go-live date, as outlined in the Project Schedule.  Sessions will be scheduled and conducted at a mutually agreeable time.  Additional services, software modules and modifications not described in the SOW or Agreement will be considered a change to this Project and will require a Change Request Form as previously referenced in the definition of the Change Control Process.  Tyler will provide a written agenda and notice of any prerequisites to The City of Glendora project manager(s) ten (10) business days or as otherwise mutually agreed upon time frame prior to any scheduled on-site or remote sessions, as applicable.
 Tyler will provide guidance for configuration and processing options available within the Tyler software. If multiple options are presented by Tyler, The City of Glendora is responsible for making decisions based on the options available.
 Implementation of new software may require changes to existing processes, both business and technical, requiring The City of Glendora to make process changes.  The City of Glendora is responsible for defining, documenting, and implementing their policies that result from any business process changes.

Organizational Change Management
Unless otherwise contracted by Tyler, Glendora, CA is responsible for managing Organizational Change.

Impacted Glendora, CA resources will need consistent coaching and reassurance from their leadership team to embrace and accept the changes being imposed by the move to new software. An important part of change is ensuring that impacted Glendora, CA resources understand the value of the change, and why they are being asked to change.

Resources and Scheduling
 Glendora, CA resources will participate in scheduled activities as assigned in the Project Schedule.  The City of Glendora team will complete prerequisites prior to applicable scheduled activities. Failure to do so may affect the schedule.
 Tyler and The City of Glendora will provide resources to support the efforts to complete the Project as scheduled and within the constraints of the Project budget.  Abbreviated timelines and overlapped Phases require sufficient resources to complete all required work as scheduled.
 Changes to the Project Schedule, availability of resources or changes in Scope will be requested through a Change Request. Impacts to the triple constraints (scope, budget, and schedule) will be assessed and documented as part of the change control process.  The City of Glendora will ensure assigned resources will follow the change control process and possess the required business knowledge to complete their assigned tasks successfully. Should there be a change in resources, the replacement resource should have a comparable level of availability, change control process buy-in, and knowledge.
 The City of Glendora makes timely Project related decisions to achieve scheduled due dates on tasks and prepare for subsequent training sessions. Failure to do so may affect the schedule, as each analysis and implementation session is dependent on the decisions made in prior sessions.  The City of Glendora will respond to information requests in a comprehensive and timely manner, in accordance with the Project Schedule.
 The City of Glendora will provide adequate meeting space or facilities, including appropriate system connectivity, to the project teams including Tyler team members.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 169
Meeting Date: 12/13/2022 / Packet Page #: 220

City of Glendora, CA
Tyler Technologies, Inc. Page | 43
 For on-site visits, Tyler will identify a travel schedule that balances the needs of the project and the employee.

Data
 Data will be converted as provided and Tyler will not create data that does not exist.  The City of Glendora is responsible for the quality of legacy data and for cleaning or scrubbing erroneous legacy data.
 Tyler will work closely with The City of Glendora representatives to identify business rules before writing the conversion. The City of Glendora must confirm that all known data mapping from source to target have been identified and documented before Tyler writes the conversion.  All in-scope source data is in data extract(s).
 Each legacy system data file submitted for conversion includes all associated records in a single approved file layout.
 The City of Glendora will provide the legacy system data extract in the same format for each iteration unless changes are mutually agreed upon in advance. If not, negative impacts to the schedule, budget and resource availability may occur and/or data in the new system may be incorrect.  The City of Glendora Project Team is responsible for reviewing the converted data and reporting issues during each iteration, with assistance from Tyler.  The City of Glendora is responsible for providing or entering test data (e.g., data for training, testing interfaces, etc.)
Facilities
 The City of Glendora will provide dedicated space for Tyler staff to work with Glendora, CA resources for both on-site and remote sessions. If Phases overlap, Glendora, CA will provide multiple training facilities to allow for independent sessions scheduling without conflict.  The City of Glendora will provide staff with a location to practice what they have learned without distraction.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 170
Meeting Date: 12/13/2022 / Packet Page #: 221

City of Glendora, CA
Tyler Technologies, Inc. Page | 44
Glossary
Word or Term Definition
Acceptance Confirming that the output or deliverable is suitable and conforms to the agreed upon criteria.

Accountable The one who ultimately ensures a task or deliverable is completed; the one who ensures the prerequisites of the task are met and who delegates the work to those responsible. [Also see RACI]
Application A computer program designed to perform a group of coordinated functions, tasks, or activities for the benefit of the user.

Application Programming Interface (API) A defined set of tools/methods to pass data to and received data from Tyler software products
Agreement The executed legal contract that defines the products and services to be implemented or performed.

Business Process The practices, policy, procedure, guidelines, or functionality that the client uses to complete a specific job function.

Business Requirements Document A specification document used to describe Client requirements for contracted software modifications.

Change Request A form used as part of the Change Control process whereby changes in the scope of work, timeline, resources, and/or budget are documented and agreed upon by participating parties.

Change Management Guides how we prepare, equip and support individuals to successfully adopt change in order to drive organizational success & outcomes
Code Mapping [where applicable] An activity that occurs during the data conversion process whereby users equate data (field level) values from the old system to the values available in the new system. These may be one to one or many to one. Example: Old System [Field = eye color] [values = BL, Blu, Blue] maps to New Tyler System [Field = Eye Color] [value = Blue].

Consulted Those whose opinions are sought, typically subject matter experts, and with whom there is two-way communication. [Also see RACI]
Control Point This activity occurs at the end of each stage and serves as a formal and intentional opportunity to review stage deliverables and required acceptance criteria for the stage have been met.

Data Mapping [where applicable] The activity determining and documenting where data from the legacy system will be placed in the new system; this typically involves prior data analysis to understand how the data is currently used in the legacy system and how it will be used in the new system.

Deliverable A verifiable document or service produced as part of the Project, as defined in the work packages.

Go-Live The point in time when the Client is using the Tyler software to conduct daily operations in Production.

Informed Those who are kept up-to-date on progress, often only on completion of the task or deliverable, and with whom there is just one-way communication. [Also see RACI]
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 171
Meeting Date: 12/13/2022 / Packet Page #: 222

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Tyler Technologies, Inc. Page | 45
Infrastructure The composite hardware, network resources and services required for the existence, operation, and management of the Tyler software.

Interface A connection to and potential exchange of data with an external system or application. Interfaces may be one way, with data leaving the Tyler system to another system or data entering Tyler from another system, or they may be bi-directional with data both leaving and entering Tyler and another system.

Integration A standard exchange or sharing of common data within the Tyler system or between Tyler applications
Legacy System The software from which a client is converting.

Modification Custom enhancement of Tyler’s existing software to provide features or functions to meet individual client requirements documented within the scope of the Agreement.

On-site Indicates the work location is at one or more of the client’s physical office or work environments.

Organizational Change The process of changing an organization's strategies, processes, procedures, technologies, and culture, as well as the effect of such changes on the organization.

Output A product, result or service generated by a process.

Peripheral devices An auxiliary device that connects to and works with the computer in some way. Some examples: scanner, digital camera, printer.

Phase A portion of the Project in which specific set of related applications are typically implemented. Phases each have an independent start, Go-Live and closure dates but use the same Implementation Plans as other Phases of the Project. Phases may overlap or be sequential and may have different Tyler resources assigned.

Project The delivery of the software and services per the agreement and the Statement of Work. A Project may be broken down into multiple Phases.

RACI A matrix describing the level of participation by various roles in completing tasks or Deliverables for a Project or process.

Individuals or groups are assigned one and only one of the following roles for a given task: Responsible (R), Accountable (A), Consulted (C), or Informed (I).

Remote Indicates the work location is at one or more of Tyler’s physical offices or work environments.

Responsible Those who ensure a task is completed, either by themselves or delegating to another resource. [Also see RACI]
Scope Products and services that are included in the Agreement.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 172
Meeting Date: 12/13/2022 / Packet Page #: 223

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Tyler Technologies, Inc. Page | 46
Solution The implementation of the contracted software product(s) resulting in the connected system allowing users to meet Project goals and gain anticipated efficiencies.

Stage The top-level components of the WBS. Each Stage is repeated for individual Phases of the Project.

Standard Software functionality that is included in the base software (offthe-shelf) package; is not customized or modified.

Statement of Work (SOW) Document which will provide supporting detail to the Agreement defining Project-specific activities, services, and Deliverables.

System The collective group of software and hardware that is used by the organization to conduct business.

Test Scripts The steps or sequence of steps that will be used to validate or confirm a piece of functionality, configuration, enhancement, or Use Case Scenario.

Training Plan Document(s) that indicate how and when users of the system will be trained relevant to their role in the implementation or use of the system.

Validation (or to validate) The process of testing and approving that a specific Deliverable, process, program, or product is working as expected.

Work Breakdown Structure (WBS) A hierarchical representation of a Project or Phase broken down into smaller, more manageable components.

Work Package A group of related tasks within a project.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 173
Meeting Date: 12/13/2022 / Packet Page #: 224

City of Glendora, CA
Tyler Technologies, Inc. Page | 47
Part 4: Appendices
Conversion
Enterprise ERP Conversion Summary
Accounting COA
 Chart of Accounts segments, objects, character codes, project codes (if applicable), organization codes (if applicable), control accounts budget rollups, fund attributes, due to/due from accounts  Requires the use of a Tyler provided spreadsheet for design and entry of the data to be converted Accounting - Actuals
 Summary account balances
 Up to 3 years
Accounting - Budgets
 Original budget, budget adjustments, revised budget summaries for accounts  Up to 3 years
Accounting – Budget Detail Conversion
 shows the different levels of budget requested throughout the budget preparation process, and can link to vendor, employee, and position number
Accounts Payable Master
 Vendor Master file including names, addresses, SSN/FID, contacts, phone numbers  Multiple remittance addresses
 Year-to-date 1099 amounts
Accounts Payable - Checks
 Check header data including vendor, warrant, check number, check date, overall check amount, GL cash account and clearing information
 Check detail data including related document and invoice numbers for each check  Up to 5 years
Accounts Payable - Invoices
 Invoice header data containing general information for the invoice  Invoice detail data containing line-specific information for the invoice  Up to 5 years
Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 174
Meeting Date: 12/13/2022 / Packet Page #: 225

City of Glendora, CA
Tyler Technologies, Inc. Page | 48
Capital Assets Master
 Asset description, status, acquisition quantity, date and amount, codes for asset class, subclass, department, custodian, flags for capitalization and depreciation, estimated life, serial number, model, model year, depreciation method, life-to-date depreciation amount, last depreciation date, disposal information (if any), purchase information, if any (vendor, PO, Invoice) Contracts
 Contract header detail with many fields available to convert including fiscal year and period, vendor number, department code, description, enforcement method code, dates for award, approval, entry and expiration, retention information, user-defined type and review codes, status code, user id for entry and approver. Additional fields are also available. A balance forward contract amount is converted, if original amount is required there will be an additional charge and contracts, po’s and invoices must be converted together.

Asset Maintenance – Work Order Assets
 Asset Maintenance tables for all work order asset types. These tables contain the detail of the asset based on the type e.g. Equipment, infrastructure, fleet etc.

Asset Maintenance – Closed Work Order History No Cost Data  Work Order History with no cost data, this is the basic work order information, the work order number, comments, contacts, description, user defined fields.

Asset Maintenance – Work Order History with Cost Data
 Work Order History with cost data, everything included in option 2 but integrated with several other Enterprise ERP modules such as Inventory or Payroll, linking employee numbers, customer number, Inventory items, etc.

General Billing CID
 Customer information
General Billing – Recurring Invoices
 General Billing Invoices that are sent on a regular basis  Header records with general information about the invoice  Detail records with line-specific information
General Billing – Bills
 5 years of open and closed invoices
 General Ledger information so open invoices can be processed in Enterprise ERP Payroll - Standard
 Payroll Employee Master data including data such as name, address, SSN, legacy employee ID, date of birth, hire date, activity status (such as active/inactive), leave/termination code and date, phone(s), eExhibit E Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 175
Meeting Date: 12/13/2022 / Packet Page #: 226

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Tyler Technologies, Inc. Page | 49
address, marital status, gender, race, personnel status (such as full-time, part-time, etc.), highest degree, advice-delivery (print/email/both) and check location, plus primary group, job, location, and account information
Payroll - Deductions
 Employee Deductions - including employee ID, deduction codes, tax information, and direct deposit information
Payroll – Accrual Balances
 Employee Accrual Balances including Vacation, Holiday, and other Leave balances  Start of year balance, earned to date, used to date
Payroll – Accumulators
 YTD, QTD, MTD amounts for employee pay and deductions  Needed for mid-calendar-year go-live
 May not be needed if converting earnings/deductions history  Up to 5 years
Payroll – Check History
 Up to 5 years, additional years must be quoted. We convert amounts for earnings and deductions in employee check history, check number and date.

Payroll – Earning/Deduction Hist.
 Up to 5 years, additional years must be quoted. Earning and deduction history broken down my individual codes (earnings and deduction) and amounts per pay period, the detail of these lines, sums the check history in opt 4.

Payroll – PM Action History
 A variety of Personnel actions, such as job or salary changes and dates these events occurred.  Up to 5 years
Payroll – Position Control
 Position, description, status, job code, bargaining group, location, number of employees allowed for each, FTE percentage, GL account, and max/min grade and step Payroll – State Retirement Tables
 Specific state-required data, plus related service years information, when appropriate  Needed for some states
Purchase Orders
 Open purchase orders header data including vendor, buyer, date, accounting information, etc.  Open purchase orders detail data including line item descriptions, quantities, amounts, etc.

Exhibit E
Schedule 2
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 176
Meeting Date: 12/13/2022 / Packet Page #: 227

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Utility Billing
 Account Master data including previous and current customer owner information- address info, phone, fax, SSN number, FID number, account status, parcel number, location street, apartment, city, state, zip, book number, read sequence, account start and end date, EFT bank information Utility Billing –Flat Inventory/Containers
 Inventory for non-metered items tied to recurring service billing – flat rate is tied to inventory item(s)/item type(s) (vs consumption/usage). Trash/recycling containers, dumpsters, roll off containers, light poles, cable/internet equipment.

Utility Billing –Budget Billing
 Converts information for budget average billing by account, customer and service. Legacy data must include: calculated budget amount by service; number of periods remaining until plan renews; budget plan balance/credit amount, broken out by service/customer; additional amortized amount by service.

Utility Billing –Backflow
 Account information, backflow device information, backflow type, and backflow violations Utility Billing – Work Orders
 Work Orders data associated with accounts, including meter repairs, checks for leaky meter, reread a meter due to high reading
Utility Billing –Services
 Current service codes, service status, type, factor, condo units, bill cycle codes, , current deposits held on account including unpaid deposit amounts, winter usage, current meter(s) associated with service, meter readings( current and previous), meter usage (current and previous) and sales tax information.

Utility Billing –Assessments
 Assessments are improvement costs that are spread across to property owner  Utility Billing conversion option 4 (balance forward AR) must also be purchased in order to convert assessments
Utility Billing –Consumption History
 History of meter readings, usage, read dates, usage days, bill amounts, bill dates, read codes  Up to 5 years
Utility Billing –Balance Forward AR
 Account balance forward information converted as total amount due. If The City of Glendora’s business practices require current due and past due bills this can be broken into three balance forward bills (current balance due and up to two past due balance bills). These can be converted to Exhibit E
Schedule 2
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City of Glendora, CA
Tyler Technologies, Inc. Page | 51
one balance forward charge code or separate balance forward charge codes, and converted to the account/customer if The City of Glendora’s legacy data contains this information.  If late penalties will be applied in Enterprise ERP after the conversion, balance forward amounts must be converted by charge code
Content Manager Core – Utility Billing – Standard - UB Account CIDs  Any standard document type that exists in Munis linked to a Utility Billing account number can be brought over by using this conversion
Exhibit E
Schedule 2
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Tyler Technologies, Inc. Page | 52
Project Timeline
ERP Project Timeline
The Project Timeline establishes a target start and end date for each Phase of the Project. The timeline needs to account for resource availability, business goals, size and complexity of the Project, and task duration requirements. These will be reviewed and adjusted, if needed, during the Initiate and Plan Stage. Refer to the Project Stages section of this SOW for information on work packages associated with each stage of the implementation.

The following dates may be revised based on the date the Agreement is signed and further refined during the course of the project. Tyler requires up to forty-five (45) days to move from Agreement signing to the Initiate & Plan Stage.

Phase Functional Areas Modules Start Date Go-Live
Date
1 Financials ● Accounting/General Ledger
● Accounts Payable
● Budgeting
● Capital Assets
● Cash Management
● Contract Management
● Inventory
● Project & Grant Accounting
● Purchasing
● Vendor Access
● Accounts Receivable
● General Billing
● Tyler Cashiering
● ACFR Statement Builder (post-live)
January
2023
January
2024
System Wide ● Enterprise Analytics & Reporting
o Tyler Reporting Services
o Munis Office
o HUB
● Tyler Forms Processing
● Tyler Content Manager Core
2 Human Capital
Management
● Payroll w/Employee Self Service
● HR & Talent Management
● Time and Attendance
● Time and Attendance Mobile Access
● Employee Expense Reimbursement
July 2023 July 2024
4 Utility Billing ● UB CIS
● UB Meter Interface
● Central Property File
● Resident Access
July 2024 July 2025
Exhibit E
Schedule 2
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5 Enterprise Asset
Management
● Asset Maintenance
● Asset Performance
January
2025
Septemb
er 2025
Exhibit E
Schedule 2
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Exhibit F
1 Exhibit F
Payment Card Processing Agreement
[REMAINDER OF PAGE INTENTIONALLY BLANK]
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https://www.tylertech.com/terms/payment-card-processing-agreement Home • Terms • Payment Card Processing Agreement
Payment Card Processing Agreement
This Payment Card Processing Agreement (this “Processing Agreement”) is made and entered into by and between Tyler Technologies, nc., a Delaware corporation (“Tyler”), and Client (the “Merchant”).

1. ACKNOWLEDGEMENTS
a. By executing this Processing Agreement or an accompanying Order Form, Merchant is contracting with Tyler to obtain Card processing services on Merchant’s behalf. b. Merchant acknowledges that Tyler contracts with a payment processor (a “Processor”), Members, and other third party providers to provide services under this Processing Agreement, and Merchant hereby consents to the use of such Processor, Members, and others to provide such services.
c. Tyler represents that the terms and provisions of this Processing Agreement are not inconsistent with the terms and provisions of the agreements between Tyler and such third party providers.

2. MEMBER BANK AGREEMENT REQUIRED
a. When Merchant’s customers pay Merchant through Tyler, Merchant may be the recipient of a Card funded payment. The organizations that operate these Card systems (such as Visa U.S.A., nc. and MasterCard nternational ncorporated; collectively, the “Associations”) require that Merchant (i) enter into a direct contractual relationship with an entity that is a member of the Association and (ii) agree to comply with Association Rules as they pertain to applicable Card Transactions that Merchant submits through Tyler.
b. Merchant shall complete an application with the Member with which Tyler has contracted, and execute an agreement with such Member (the “Member Bank Agreement”). By executing a Member Bank Agreement, Merchant is fulfilling the Association Rule of entering into a direct contractual relationship with a Member, and Merchant agrees to comply with Association Rules as they pertain to Transactions Merchant submits for processing through the Tyler service. c. Merchant acknowledges that Tyler may have agreed to be responsible for Merchant’s obligations to a Member for such Transactions as set forth in the Member Bank Agreement. Member should debit the Merchant Account for chargebacks, however, in the event Member assesses any such chargeback or dispute related fees to Tyler, Tyler shall invoice the same to Merchant.

3. SETTLEMENT AND CHARGEBACKS
a. Merchants Bank Account. n order to receive funds, Merchant must maintain a bank account (the “Merchant Bank Account”) at a bank that is a member of the Automated Clearing House (“ACH”) system and the Federal Reserve wire system. Merchant agrees not to close the Merchant Bank Account without giving Tyler at least thirty (30) days’ prior written notice and substituting another bank account. Merchant is solely liable for all fees and costs associated with Merchant Bank Account and for all overdrafts. Tyler shall not be liable for any delays in receipt of funds or errors in bank account entries caused by third parties, including but not limited to delays or errors by the Member Bank or payment processor to Merchant Bank Account. b. Settlement. Transactions shall be settled according to the terms of the Member Bank Agreement using the account(s) which are designated by Merchant.
c. Chargebacks. Chargebacks shall be paid by Merchant in accordance with the Member Bank Agreement.
d. Retrieval Requests. Merchant is required by the Associations to store original documentation, and to timely respond to Retrieval Requests, of each Transaction for at least six months from the date of the respective Transaction, and to retain copies of all such data for at least 18 months from the date of the respective Transaction. Merchant is responsible for any Chargebacks that result from Merchant’s failure to timely respond to Retrieval Requests for documentation relating to a Transaction.

Terms of Use Contents
Acknowledgements
Member Bank Agreement
Required
Settlement and
Chargebacks
Fees and nvoicing
License
Third Party Providers
Tyler Confidential and
Proprietary nformation
Representations and
Warranties
Limitation of Liability
ndemnification
Taxes
Term, Suspension, and
Termination
Dispute Resolution
Miscellaneous
Certain Definitions
Exhibit A
Exhibit F
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4. FEES AND INVOICING
a. Order Form. Merchant agrees to pay Tyler the fees set forth in or attached to the Order Form for services provided by Tyler and to which this Agreement is hyperlinked or attached. This may include fees for Payment Service Devices or other Equipment that Merchant has elected to purchase or rent as set forth on the Order Form. Fees for purchase will be invoiced upon shipment and Fees for rental will be invoiced annually in advance. All Fees due hereunder are due within 45 days of invoice. The terms and conditions of such purchase or rental are set forth on Exhibit A attached hereto and incorporated herein.
b. Adjustments to Pricing. By giving written notice to Merchant, Tyler may change Merchant’s fees, charges and discounts resulting from (i) changes in Association fees (such as interchange, assessments and other charges); (ii) changes in pricing by any third party provider of a product or service used by Merchant; or (iii) other market adjustment. Such new prices shall be applicable as of the effective date established by the Association or third party provider, or as of any later date specified in Tyler’s notice to Merchant. n addition, Tyler may update pricing for rental of Equipment by giving written notice to Merchant at the end of any initial rental term or when such Equipment is upgraded to a newer model or replaced in accordance with the pricing set forth on Tyler’s then current Order Form.
c. Payment of Fees.
i. Online Payments. For payments that are initiated online, a convenience fee or service fee may be assessed to the Cardholder for each payment transaction that is paid electronically using a credit or debit card. Such convenience fee or service fee is set forth in the Order Form and will be charged at the time of the transaction to be deposited directly into a Tyler bank account from which all fees associated with processing and settling the transactions will be paid.
ii. Over the Counter Payments. For payments that are initiated in your offices, a service fee may be assessed to the Cardholder for each payment transaction and Tyler shall invoice Merchant for services and service fees on a monthly basis. Each invoice shall state the total invoiced amount and shall be accompanied by a reasonably detailed itemization of services and service fees. Following receipt of a properly submitted invoice, the Merchant shall pay amounts owing therein thirty (30) days in arrears.
iii. Absorbed Payments. For payments that are initiated online and/or in person, the Merchant may elect to pay for all fees related to the transaction including, without limitation, interchange fees, dues, assessments, card brand fees, and Tyler fees.

5. LICENSE
Tyler hereby grants Merchant a non exclusive, revocable license to use the Tyler ntellectual Property (as defined in Section 10(c) for the limited purpose of performing under this Processing Agreement. Merchant shall at all times be responsible for compliance with applicable law and Association Rules. Unless otherwise provided in a separate agreement between Tyler and Merchant, any ntellectual Property or machinery provided by Tyler, but not developed by Tyler, is being licensed or purchased by Merchant directly from the manufacturer or developer of such machinery or ntellectual Property. Merchant acknowledges that the license granted herein is limited to Merchant’s use exclusively and that Merchant does not have the right to sub license any of the ntellectual Property in either their original or modified form. Merchant agrees that it shall not reverse engineer, disassemble or decompile the ntellectual Property. Merchant shall not give any third party, except Merchant’s employees, access to the ntellectual Property without Tyler’s prior written consent.

6. THIRD PARTY PROVIDERS
Tyler may, in its sole discretion, contract with alternate Members, payment processors or other third party providers to provide services under this Processing Agreement. n such event, Merchant shall reasonably cooperate with Tyler, including the execution of a new Member Bank Agreement by Merchant; provided, however, that if the terms and conditions of the new Member Bank Agreement are substantially different than Merchant’s existing Member Bank Agreement, then Merchant shall have the right to terminate this Processing Agreement.

Exhibit F
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7. TYLER CONFIDENTIAL AND PROPRIETARY

INFORMATION
a. Protection of Tyler Confidential and Proprietary nformation. Merchant shall not disclose, disseminate, transmit, publish, distribute, make available, or otherwise convey Tyler Confidential and Proprietary nformation, and Merchant shall not use, make, sell, or otherwise exploit any such Tyler Confidential and Proprietary nformation for any purpose other than the performance of this Processing Agreement, without Tyler’s written consent, except: (a) as may be required by law, regulation, judicial, or administrative process; or (b) as required in litigation pertaining to this Processing Agreement, provided that Tyler is given advance notice of such intended disclosure in order to permit it the opportunity to seek a protective order. Merchant shall ensure that all individuals assigned to perform services herein shall abide by the terms of this Section 7(a) and shall be responsible for breaches by such persons. b. Judicial Proceedings. f Merchant is requested or required (by oral questions, interrogatories, requests for information or documents in legal proceedings, subpoena, civil investigative demand, or other similar process) to disclose any Tyler Confidential and Proprietary nformation, Merchant shall provide Tyler with prompt written notice of such request or requirement so that Tyler may seek protective orders or other appropriate remedies and/or waive compliance with the provisions of this Processing Agreement. f, in the absence of a protective order or other remedy or the receipt of a waiver by Tyler, Merchant nonetheless is legally compelled to disclose Tyler Confidential and Proprietary nformation to any court or tribunal or else would stand liable for contempt or suffer other censure or penalty, Merchant may, without liability herein, disclose to such court or tribunal only that portion of Tyler Confidential and Proprietary nformation which the court requires to be disclosed, provided that Merchant uses reasonable efforts to preserve the confidentiality of Tyler Confidential and Proprietary nformation, including, without limitation, by cooperating with Tyler to obtain an appropriate protective order or other reliable assurance that confidential treatment shall be accorded Tyler Confidential and Proprietary nformation.

8. REPRESENTATIONS AND WARRANTIES
a. No Actions, Suits, or Proceedings. There are no actions, suits, or proceedings, pending or, to the knowledge of Tyler, threatened, that shall have a material adverse effect on Tyler’s ability to fulfill its obligations pursuant to or arising from this Processing Agreement. b. Compliance with Laws. n performing this Processing Agreement, Tyler shall comply with all applicable material licenses, legal certifications, or inspections. Tyler and Merchant shall comply in all material respects with applicable federal, state, and local statutes, laws, ordinances, rules, and regulations.
c. Ownership. Tyler is a Delaware corporation that is listed for trading on the New York Stock Exchange. No director, officer, or 5% or more stockholder shall, during the course of this Processing Agreement, receive or confer improper personal benefits or gains associated with the performance of the services outlined in this Processing Agreement. d. Certain Business Practices. Neither Tyler nor any of its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in this Processing Agreement by any federal department or agency. Tyler further represents and warrants that it is not listed on any local, state or federal consolidated list of debarred, suspended, and ineligible contractors and grantees. No person (other than permanent employees of Tyler) has been engaged or retained by Tyler to solicit, procure, receive, accept, arrange, or secure this Processing Agreement for any compensation, consideration, or value. e. Equipment Manufacturer Warranties. Tyler will pass through to Merchant any applicable manufacturer warranties that apply to Equipment purchased by Merchant through this Agreement.
f. Disclaimer of mplied Warranties. EXCEPT FOR THE EXPRESS WARRANT ES PROV DED N

TH S PROCESS AGREEMENT AND TO THE MAX MUM EXTENT PERM TTED BY APPL CABLE

LAW, TYLER HEREBY D SCLA MS ALL OTHER WARRANT ES AND COND T ONS, WHETHER

EXPRESS, MPL ED, OR STATUTORY, NCLUD NG, BUT NOT L M TED TO, ANY MPL ED

WARRANT ES, DUT ES, OR COND T ONS OF MERCHANTAB L TY OR F TNESS FOR A PART CULAR PURPOSE.

Exhibit F
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9. LIMITATION OF LIABILITY
TYLER’S L AB L TY TO MERCHANT FOR DAMAGES AR S NG OUT OF OR N CONNECT ON

W TH TH S PROCESS NG AGREEMENT, WHETHER BASED ON A THEORY OF CONTRACT OR

TORT, NCLUD NG NEGL GENCE AND STR CT L AB L TY, SHALL BE L M TED TO THE TOTAL

FEES PA D TO TYLER UNDER TH S PROCESS NG AGREEMENT (NET OF ASSOC AT ON

NTERCHANGE, ASSESSMENTS AND F NES) FOR THE S X MONTHS PR OR TO THE T ME THE L AB L TY AROSE.

WH LE BOTH PART ES ACKNOWLEDGE THAT TH S S AN AGREEMENT FOR SERV CES TO

WH CH THE UN FORM COMMERC AL CODE DOES NOT APPLY, N NO EVENT SHALL TYLER

BE L ABLE FOR NC DENTAL, CONSEQUENT AL, OR SPEC AL DAMAGES OF ANY K ND,

NCLUD NG, W THOUT L M TAT ON, LOST REVENUES OR PROF TS, OR LOSS OF BUS NESS

OR LOSS OF DATA AR S NG OUT OF TH S PROCESS NG AGREEMENT, RRESPECT VE OF WHETHER THE PART ES HAVE ADVANCE NOT CE OF THE POSS B L TY OF SUCH DAMAGE.

10. INDEMNIFICATION
a. Chargebacks. Merchant acknowledges that Tyler has agreed to be responsible for Merchant’s obligations to a Member for Transactions and Association Rules as set forth in the Member Bank Agreement. Member should debit the Merchant Account for chargebacks, however, in the event Member assesses any such chargeback or dispute related fees to Tyler, Tyler shall invoice the same to Merchant.
b. Applicable Law and nterpretations: Merchant shall indemnify and hold harmless Tyler from and against any claim or action related to Merchant’s violation of applicable law and/or Association Rules including without limitation any election to apply custom fee structures or customer surcharges.
c. ntellectual Property.
i. Tyler retains all ownership and copyright interest in and to any and all intellectual property, computer programs, related documentation, technology, know how and processes developed by Tyler and provided in connection with this Processing Agreement (collectively, the “ ntellectual Property”),
ii. Notwithstanding any other provision of this Processing Agreement, if any claim is asserted, or action or proceeding brought against Merchant that alleges that all or any part of the ntellectual Property, in the form supplied, or modified by Tyler, or Merchant’s use thereof, infringes or misappropriates any United States intellectual property, intangible asset, or other proprietary right, title, or interest (including, without limitation, any copyright or patent or any trade secret right, title, or interest), or violates any other contract, license, grant, or other proprietary right of any third party, Merchant, upon its awareness, shall give Tyler prompt written notice thereof. Tyler shall defend, and hold Merchant harmless against, any such claim or action with counsel of Tyler’s choice and at Tyler’s expense and shall indemnify Merchant against any liability, damages, and costs resulting from such claim. Without waiving any rights pursuant to sovereign immunity, Merchant shall cooperate with and may monitor Tyler in the defense of any claim, action, or proceeding and shall, if appropriate, make employees available as Tyler may reasonably request with regard to such defense. This indemnity does not apply to the extent that such a claim is attributable to modifications to the ntellectual Property made by Merchant, or any third party pursuant to Merchant’s directions, or upon the unauthorized use of the ntellectual Property by Merchant.
d. f the ntellectual Property becomes the subject of a claim of infringement or misappropriation of a copyright, patent, or trade secret or the violation of any other contractual or proprietary right of any third party, Tyler shall, at its sole cost and expense, select and provide one of the following remedies, which selection shall be in Tyler’s sole discretion: (a) promptly replace the ntellectual Property with a compatible, functionally equivalent, non infringing system; or (b) promptly modify the ntellectual Property to make it non infringing; or (c) promptly procure the right of Merchant to use the ntellectual Property as intended.

11. TAXES
a. Tax Exempt Status. Merchant is a governmental tax exempt entity and shall not be responsible for any taxes for any Licensed Property or services provided for herein, whether federal or state.

Exhibit F
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https://www.tylertech.com/terms/payment-card-processing-agreement The fees paid to Tyler pursuant to this Processing Agreement are inclusive of any applicable sales, use, personal property, or other taxes attributable to periods on or after the Effective Date of this Processing Agreement.
b. Employee Tax Obligations. Each party accepts full and exclusive liability for the payment of any and all contributions or taxes for Social Security, Workers’ Compensation nsurance, Unemployment nsurance, or Retirement Benefits, Pensions, or annuities now or hereafter imposed pursuant to or arising from any state or federal laws which are measured by the wages, salaries, or other remuneration pay to persons employed by such party for work performed under this Processing Agreement.

12. TERM, SUSPENSION, AND TERMINATION
a. Term. The term of this Processing Agreement (the “Term”) shall commence on the Effective Date and shall continue in effect for three years unless otherwise set forth on an Order Form; provided, however, that at the end of such initial term, and on each subsequent anniversary of the Effective Date, the term shall automatically extend for an additional year unless either party provides, at least ninety (90) days prior to the end of the then current term, written notice that it does not wish to extend the term or otherwise terminates the agreement for Cause pursuant to Section 12(b).
b. Termination for Cause. Either party may terminate this Processing Agreement for Cause, provided that such party follows the procedures set forth in this Section (b). i. For purposes of this Section, “Cause” means either:

A. a material breach of this Processing Agreement, which has not been cured within ninety (90) days of the date such party receives written notice of such breach; B. if Tyler services provided under this Processing Agreement fail to conform to generally accepted standards for such services in the Card processing industry and, after ninety (90) days written notice, Tyler does not rectify its failure of performance; C. the failure by Merchant to timely pay when due any fees owed to Tyler pursuant to this Processing Agreement and any delinquent amounts remain outstanding for a period of thirty (30) days after Tyler provides written notice of its intent to terminate for failure to pay;
D. breach of Section 7; or
E. if Tyler becomes insolvent or bankrupt, or is the subject of any proceedings relating to its liquidation or insolvency or for the appointment of a receiver or similar officer for it, has a receiver of its assets or property appointed or makes an assignment for the benefit of all or substantially all of its creditors, or institutes or causes to be instituted any proceeding in bankruptcy or reorganization or rearrangement of its affairs. ii. No party may terminate this Processing Agreement under Section 12 b(i)(A) unless it cooperates in good faith with the alleged breaching party during the cure period and complies in good faith with the dispute resolution procedures set forth in Section 13 following such period.
iii. n the event either party terminates this Processing Agreement pursuant to this Section (b), each party shall return all products, documentation, confidential information, and other information disclosed or otherwise delivered to the other party prior to such termination, all revocable licenses shall terminate.
c. Survival. The following provisions shall survive after the Term of this Processing Agreement: 3; 4(c); 7; 10; 11; 12; 13; 14; and 15.

13. DISPUTE RESOLUTION
Any dispute arising out of, or relating to, this Processing Agreement that cannot be resolved within five (5) Business Days shall be referred to the individual reasonably designated by Merchant and Tyler’s representative assigned to Merchant’s account (“ ntermediary Dispute Level”). Any dispute that cannot be resolved in ten (10) Business Days at the ntermediary Dispute Level shall then be referred to Merchant’s chief executive officer or other individual reasonably designated by Merchant and Tyler’s applicable division President (“Executive Dispute Level”), at such time and location reasonably designated by the parties. Any negotiations pursuant to this Section are confidential and shall be treated as compromise and settlement Exhibit F
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https://www.tylertech.com/terms/payment-card-processing-agreement negotiations for purposes of the applicable rules of evidence. For any dispute that the parties are unable to resolve through informal discussions or negotiations or pursuant to the dispute resolution and escalation procedures set forth in this Processing Agreement, the parties shall submit the matter to mediation prior to the commencement of any legal proceeding. The foregoing shall not apply to claims for equitable relief under Section 7.

14. MISCELLANEOUS
a. Assignment. Neither party may assign this Processing Agreement or any of its respective rights or obligations herein to any third party without the express written consent of the other party, which consent shall not be unreasonably withheld.
b. Cumulative Remedies. Except as specifically provided herein, no remedy made available herein is intended to be exclusive of any other remedy, and each and every remedy shall be cumulative and shall be in addition to every other remedy provided herein or available at law or in equity. c. Notices. Except as otherwise expressly specified herein, all notices, requests or other communications shall be in writing and shall be deemed to have been given if delivered personally or mailed, by certified or registered mail, postage prepaid, return receipt requested, to the parties at their respective addresses set forth on the signature page hereto, or at such other addresses as may be specified in writing by either of the parties. All notices, requests, or communications shall be deemed effective upon personal delivery or three (3) days following deposit in the mail. Notwithstanding the foregoing, notice shall be deemed delivered when provided in connection with billing or invoicing.
d. Counterparts. This Processing Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.
e. Waiver. The performance of any obligation required of a party herein may be waived only by a written waiver signed by the other party, which waiver shall be effective only with respect to the specific obligation described therein.
f. Entire Agreement. This Processing Agreement constitutes the entire understanding and contract between the parties and supersedes any and all prior or contemporaneous oral or written representations or communications with respect to the subject matter hereof, including an agreement for other Tyler software or services with which Tyler Payments is included. g. Amendment. This Processing Agreement shall not be modified, amended, or in any way altered except by an instrument in writing signed by the properly delegated authority of each party. All amendments or modifications of this Processing Agreement shall be binding upon the parties despite any lack of consideration.
h. Severability of Provisions. n the event any provision hereof is found invalid or unenforceable pursuant to judicial decree, the remainder of this Processing Agreement shall remain valid and enforceable according to its terms.
i. Relationship of Parties. The parties intend that the relationship between the parties created pursuant to or arising from this Processing Agreement is that of an independent contractor only.

Neither party shall be considered an agent, representative, or employee of the other party for any purpose.
j. Governing Law. Any dispute arising out of or relating to this Processing Agreement or the breach thereof shall be governed by the laws of the state of Merchant’s domicile, without regard to or application of choice of law rules or principles.
k. Audit. Tyler shall maintain complete and accurate records of all work performed pursuant to and arising out of this Processing Agreement. Merchant may, upon the written request, audit any and all records of Tyler relating to services provided herein. Merchant shall provide Tyler twenty four hour notice of such audit or inspection. Tyler shall have the right to exclude from such inspection any Tyler Confidential and Proprietary nformation not otherwise required to be provided to Merchant as a part of this Processing Agreement. Tyler shall make such books and records available to Merchant during normal business hours. Any such audit shall be conducted at Tyler’s principal place of business during Tyler’s normal business hours and at Merchant’s sole expense.
l. No Third Party Beneficiaries. Nothing in this Processing Agreement is intended to benefit, create any rights in, or otherwise vest any rights upon any third party.

Exhibit F
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https://www.tylertech.com/terms/payment-card-processing-agreement m. Contra Proferentem. The doctrine of contra proferentem shall not apply to this Processing Agreement. f an ambiguity exists in this Processing Agreement, or in a specific provision, neither the Agreement nor the provision shall be construed against the party who drafted the Agreement or provision.
n. Force Majeure. No party to this Processing Agreement shall be liable for delay or failure in the performance of its contractual obligations arising from any one or more events that are beyond its reasonable control, including, without limitation, acts of God, war, terrorism, and riot. Upon such delay or failure affecting one party, that party shall notify the other party and use all reasonable efforts to cure or alleviate the cause of such delay or failure with a view to resuming performance of its contractual obligations as soon as practicable. Notwithstanding the foregoing, in every case the delay or failure to perform must be beyond the control and without the fault or negligence of the party claiming excusable delay. Any performance times pursuant to or arising from this Processing Agreement shall be considered extended for a period of time equivalent to the time lost because of any delay that is excusable herein. o. Equitable Relief. Each party covenants, represents, and warrants that any violation of this Processing Agreement by such party with respect to its respective obligations set forth in Section 7 shall cause irreparable injury to the other party and shall entitle the other party to extraordinary and equitable relief by a court of competent jurisdiction, including, without limitation, temporary restraining orders and preliminary and permanent injunctions, without the necessity of posting bond or security.

15. CERTAIN DEFINITIONS
a. Association means a group of Card issuer banks or debit networks that facilitates the use of payment cards accepted under this Processing Agreement for processing, including, without limitation, Visa,U.S.A., nc., MasterCard nternational, nc., Discover Financial Services, LLC and other credit and debit card providers, debit network providers, gift card and other stored value and loyalty program providers. Associations also includes the Payment Card ndustry Security Standards Council.
b. Association Rules means the bylaws, rules, and regulations, as they exist from time to time, of the Associations.
c. Card or Payment Card means an account, or evidence of an account, authorized and established between a Cardholder and an Association, or representatives or members of a Association that Merchant accepts from Cardholders as payment for a good or service. Payment nstruments include, but are not limited to, credit and debit cards, stored value cards, loyalty cards, electronic gift cards, authorized account or access numbers, paper certificates and credit accounts.
d. Cardholder means the person to whom a Card is issued or who is otherwise entitled to use a Card.
e. Chargeback means a reversal of a Card sale Merchant previously presented pursuant to Association Rules.
f. Member or Member Bank means an entity that is a member of the Associations. g. Order Form means a document listing the pricing associated with this Processing Agreement. h. Processing Agreement means this Payment Card Processing Agreement, including all exhibits attached hereto and to be attached throughout the Term of this Processing Agreement, all of which are incorporated by reference herein.
i. Retrieval Request means a request for information by a Cardholder or Card issuer relating to a claim or complaint concerning a Card sale Merchant has made. j. Transaction means the evidence and electronic record of a sale or lease transaction representing payment by use of a Card or of a refund/credit to a Cardholder. k. Tyler Confidential and Proprietary nformation means all information in any form relating to, used in, or arising out of Tyler’s operations and held by, owned, licensed, or otherwise possessed by Tyler (whether held by, owned, licensed, possessed, or otherwise existing in, on or about Tyler’s premises or Merchant’s offices, residence(s), or facilities and regardless of how such information came into being, as well as regardless of who created, generated or gathered the information), including, without limitation, all information contained in, embodied in (in any media whatsoever) or relating to Tyler’s inventions, ideas, creations, works of authorship, Exhibit F
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11/10/22, 9:06 AM Payment Card Processing Agreement
https://www.tylertech.com/terms/payment-card-processing-agreement business documents, licenses, correspondence, operations, manuals, performance manuals, operating data, projections, bulletins, customer lists and data, sales data, cost data, profit data, financial statements, strategic planning data, financial planning data, designs, logos, proposed trademarks or service marks, test results, product or service literature, product or service concepts, process data, specification data, know how, software, databases, database layouts, design documents, release notes, algorithms, source code, screen shots, other research and development information and data, and ntellectual Property. Notwithstanding the foregoing, Tyler Confidential and Proprietary nformation does not include information that: (a) becomes public other than as a result of a disclosure by Merchant in breach hereof; (b) becomes available to Merchant on a non confidential basis from a source other than Tyler, which is not prohibited from disclosing such information by obligation to Tyler; (c) is known by Merchant prior to its receipt from Tyler without any obligation of confidentiality with respect thereto; or (d) is developed by Merchant independently of any disclosures made by Tyler.

Exhibit A
Payment Service Devices/Equipment – Rental and Purchase This Exhibit A is incorporated into that certain Payment Card Processing Agreement between Tyler and Merchant (the “Agreement”).

1. TERMS APPL CABLE TO BOTH PURCHASE AND RENTAL OF EQU PMENT a. Generally. Tyler will provide PC compliant Payment Service Devices as elected by Merchant and described in the Order Form and related equipment for rent or purchase during the term of this Agreement for the fees set forth in the Order Form. b. Shipping Timelines. Tyler shall ship newly requested Payment Service Devices (and associated supplies, such as printers, cables, power supplies, mounting hardware or other equipment identified in an Order Form) (“Equipment”) to Merchants within (a) 14 calendar days of the request or (b) 14 calendar days prior to payment service commencement/go live, whichever is later. Tyler shall ship failure related replacement Equipment to Merchants within two (2) Business Days of a written request.
c. Delivery and Acceptance. Tyler will deliver the Equipment to the location designated by Merchant in the Order Form. f an address for delivery is not expressly designated in the Order Form, such Equipment will be delivered to Merchant’s address otherwise set forth in the Order Form. Merchant will be deemed to have accepted each piece of Equipment on the earlier of (i) when Merchant acknowledges receipt, and (ii) seven days after shipment of each such piece of Equipment, unless Tyler is notified earlier in writing by Merchant that the Equipment has not been received or is not functional. d. Rights and Restrictions. Tyler shall process payments received from Merchant’s Payment Service Devices provided by Tyler. Merchant acknowledges that the Payment Service Devices are embedded with proprietary encryption technology that will be injected by Tyler’s designee into the Payment Services Devices. Merchant agrees that all of Merchant’s over the counter transactions processed through a Tyler application will be required to use Payment Service Devices provided by Tyler. Merchant will maintain each Payment Service Device in its possession and will not permit any physical alteration or modification of any piece of Equipment. Each piece of Equipment will be used only in the ordinary course of Merchant’s business in connection with Tyler applications. The Equipment is not being sold or rented to the Merchant for home or personal use. Merchant acknowledges that the Equipment rented or purchased through this Exhibit may not be compatible with another processor’s systems. Merchant hereby grants Tyler a security interest in (i) all Equipment to secure payment of the purchase price, and (ii) all Equipment to secure payment of the monthly rental payments. Merchant authorizes Tyler to file financing statements with respect to the Equipment in accordance with the Uniform Commercial Code, signed by Tyler directly or as Merchant’s attorney in fact.
e. Change Notice. Tyler shall provide thirty (30) calendar days written notice for Equipment changes that affect Merchants, which includes, without limitation, when Tyler will no longer support a Payment Service Device. Tyler will only be obligated to replace Equipment when a Payment Service Device is no longer capable of functioning or Tyler ends support of the specific make and model of the Equipment.
f. PC DSS Compliance. Each party understands and agrees to comply with PC DSS and any amendments thereto. Merchant shall be responsible for compliance with PC DSS version Exhibit F
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https://www.tylertech.com/terms/payment-card-processing-agreement

3.2.1 and any more current versions regarding the Payment Service Devices, including, but not limited to, the maintenance, inspection, and training obligations set forth in PC DSS Requirement 9.9.

2. TERMS APPL CABLE ONLY TO EQU PMENT PURCHASED
Tyler will sell to Merchant the Equipment identified in the Order Form, free and clear of all liens and encumbrances, expect that any proprietary encryption technology included within the Payment Service Devices or any other Tyler ntellectual Property will be provided to you pursuant to the License set forth in Section 5 of the Agreement. Maintenance and repair of Merchant purchased Equipment is the responsibility of Merchant, unless Merchant has purchased Tyler’s maintenance services for Payment Service Devices.

3. TERMS APPL CABLE ONLY TO EQU PMENT RENTAL
a. Tyler will rent to Merchant the Equipment identified in the Order Form, as set forth herein.

The rental period will commence when the Equipment is deemed accepted. At the end of the rental term identified in an Order Form or when the Agreement is terminated, Merchant will promptly return each piece of Equipment to Tyler at Merchant’s cost, in the same condition as when received, ordinary wear and tear excepted, unless otherwise directed by Tyler. The rental period will terminate when Equipment is returned to Tyler at 840 West Long Lake Road, Detroit, Michigan 48098, Attention: Tyler Payments, or at an earlier date specified by Tyler in writing. The following information must be included within the shipping box: (i) Merchant name, complete address and phone number; (ii) name of person to contact if there are any questions; (iii) your Merchant account number; and (iv) serial number of the Equipment. Merchant will retain proof of delivery documents and the applicable serial number. For any piece of Equipment that is not returned to Tyler in accordance with this paragraph, Merchant will pay Tyler the greater of $250.00 or the fair market value of such piece of Equipment as if it were in the condition described herein. b. Merchant will not assign its rights or obligations under this Exhibit, or pledge, lend, create a security interest in, incur any liens or encumbrances on, or sublease the Equipment to any other person or entity without Tyler’s prior written consent. Any such assignment, delegation, sublease, pledge, security interest or lien in the absence of consent shall be void.
c. The provisions of this Exhibit will survive the termination or expiration of the Agreement and continue until all rented Equipment is returned to Tyler or paid for.

Updated 10/26/21
Exhibit F
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Exhibit G
1 Exhibit G
Data & Insights SaaS Services Terms of Service
[REMAINDER OF PAGE INTENTIONALLY BLANK]
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11/10/22, 9:04 AM Data & Insights SaaS Services Terms of Service | Tyler Technologies https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service Home • Terms • Data & Insights SaaS Services Terms of Service Data & Insights SaaS Services Terms of Service
Updated 04/21/2022
This Data & Insights SaaS Services Terms of Services governs your use of the following solutions:

Property & Recording
Assessment Connect
Open Assessment
Enterprise Permitting & Licensing
Enterprise Permitting & Licensing Business Management Feeds Enterprise Permitting & Licensing Community Development Feeds Community Development Executive Insights
Enterprise Permitting & Licensing Advanced Automation with Executive Insights Enterprise Analytics and Reporting with Executive Insights Business Management Executive Insights
Enterprise ERP Revenue Insights
Citizen Connect
Economic Intelligence
Enterprise ERP
Enterprise ERP Analytics & Reporting w Executive Insights Enterprise ERP Financial Insights Bundled
Enterprise ERP Payroll & HR Insights
Capital Project Explorer
Citizen Connect
Data & Insights Open Data
Open Finance
Economic Intelligence
Executive Insights, ERP
Courts & Justice
Court Analytics
eFile Analytics
Probation Analytics/Supervision Analytics
Pre trial Analytics
Public Safety
Public Safety Analytics
Law Enforcement Explorer
Citizen Connect
Law Enforcement Analytics
Performance Dashboards
WHEREAS, Tyler has designed, developed, purchased or configured certain computer software systems which Tyler has designated as Data & Insights SaaS Services and has used such software in support of commercial and government programs; and
WHEREAS, Client desires to acquire from Tyler and Tyler wishes to grant to Client a non exclusive license to use the Data & Insights SaaS Services as further defined, permitted, conditioned, and restricted below.

Terms of Use Contents
Section A: Definitions
Section B: Data & Insights
SaaS Services
Section C: Warranty
Section D: Third Party
Services
Section E: Term
Section F: Limitation of
Liability
Section G: Additional Terms
and Conditions for Data &
Insights SaaS Services With
Open Data Functionality
Section H: Additional Terms
and Conditions for Third
Party Data Vendor
Solutions/Applications
Exhibit G
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11/10/22, 9:04 AM Data & Insights SaaS Services Terms of Service | Tyler Technologies https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service NOW, THEREFORE, in consideration of the foregoing and other good and valuable consideration, the receipt and sufficiency of which is acknowledged, and in consideration of covenants and obligations hereinafter set forth, the Parties agree to be bound by the terms and conditions as follows:

These Data & Insights SaaS Services Terms of Service govern the use and license rights associated with the Data & Insights SaaS Services. The parties are referred to herein individually as Party or collectively as Parties. Capitalized terms used in these Data & Insights SaaS Services Terms of Service but not defined herein are defined in the Base Agreement or other agreement with us governing your use of the Tyler software and services.

Section A — Definitions
“Base Agreement” means the agreement executed by you and Tyler to which you are adding Data & Insights SaaS Services through signature upon an Order Form. For the avoidance of doubt, a Base Agreement is not an agreement signed by an entity Tyler acquired. “API” means application programming interface.
“Client Data” means data, datasets, files, information, content and links uploaded or provided by Client through the use of the Data & Insights SaaS Services but excluding Third Party Services.

Confidential Information” means nonpublic information that a reasonable person would believe to be confidential and includes, without limitation, personal identifying information (e.g., Social Security numbers) and trade secrets, each as defined by applicable state law. “Data & Insights Agreement” means this Data & Insights SaaS Services Terms of Service and any special conditions agreed to by the Parties and included in the Order Form. “Data & Insights SaaS Services” means the Data & Insights off the shelf, cloud based software service and related services, including support services, as specified under this Data & Insights SaaS Services Terms of Service. Data & Insights SaaS Services do not include support of an operating system or hardware, support outside of our normal business hours, or training, consulting, or other professional services.
“Data Storage” means the contracted amount of storage capacity for your Client Data. “Dataset” means physical collection of information, typically modeled as a table of rows and columns of data.
“Effective Date” means the date subscription start date identified in the Order Form or Purchase Order.
“External API Calls” means any request made by a user that is not logged in against a SaaS Service.
“Monthly Active Users” or "Users" used interchangeably, means a user that is logged in and accesses the Data & Insights SaaS Services.
“Order Form” or "Purchase Order" means an ordering document, referencing or including a Quote or Investment Summary, specifying the Data & Insights SaaS Services and any Professional Services to be provided hereunder that is entered into between Client and Tyler, including any addenda and supplements thereto.
"Quote" or "Investment Summary"means an estimate provided by Tyler for the SaaS Services or Professional Services.
“Third-Party Data” means an aggregated dataset solution by a third party data provider and shall be treated as Confidential Information.
“Third-Party Data Purpose” means to use the Third Party Data alone or in conjunction with other intelligence, data, or logic for internal modeling, targeting, measurement, and internal reporting solely for the benefit of the Client.
“Third-Party Services” means if any, third party web based services, content, or platforms, including but not limited to third party stock photos and third party map location services, which are available at no additional charge to you through the Data & Insights SaaS Services. “Updates” means any enhancements, additions, new releases, bug fixes, patches, modifications or other error corrections of or to the SaaS Software or Third Party Data licensed to Client that Tyler generally makes available free of charge to licensees of the solutions. “we”, “us”, “our” and similar terms mean Tyler.
“you” and similar terms mean Client.

Section B — Data & Insights SaaS Services

1. Rights Granted. As of the Effective Date, Tyler grants to Client the non exclusive, non assignable limited right to use the SaaS Services on a subscription basis according to the terms of the Base Agreement and this Data & Insights Agreement. The SaaS Services will be made available to Exhibit G
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11/10/22, 9:04 AM Data & Insights SaaS Services Terms of Service | Tyler Technologies https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service Client according to the terms of the applicable Service Level Agreement. Client may use the SaaS Services to access Updates and enhancements to the SaaS Services, as described in herein.

Unless otherwise terminated, Client’s right to access or use the SaaS Services will terminate at the end of the subscription period defined in the Order Form or Base Agreement, as applicable.

2. SaaS Fees and Usage Limits. Client agrees to pay the fees identified in the Order Form in accordance with Tyler’s Invoicing and Payment Policy. Client acknowledges that continued access to the Data & Insights SaaS Services is contingent upon your timely payment of SaaS Fees. If you fail to timely pay the SaaS Fees, we may discontinue your access to the Data & Insights SaaS Services. We may also terminate this Data & Insights Agreement if you don’t cure such failure to pay within forty five (45) days of receiving written notice of our intent to terminate. During the subscription period, Tyler reserves the right to exercise the usage limits set forth in the Order Form. If Client exceeds the contractual usage limits, Tyler may work with Client to seek to reduce Client’s usage so that it conforms to that limit. If Client is unable or unwilling to abide by a contractual usage limit, or if Client wishes to increase usage limits, it will require a written contract amendment, modification, or Client will execute an Order Form for increased usage limits.

3. Ownership and Reservation of Rights.
a. This Data & Insights Agreement does not provide Client with title or ownership of the Data & Insights SaaS Services, or Third Party Data, but only a right of limited use as further delineated herein. The SaaS Services, other services, workflow processes, user interface, designs, and other technologies provided by Tyler pursuant to this Data & Insights Agreement are the proprietary property of Tyler and its licensors. All right, title and interest in and to such items, including all associated intellectual property rights, remain only with Tyler. Tyler reserves all rights unless otherwise expressly granted in this Data & Insights Agreement. Client may not remove or modify any proprietary marking or restrictive legends from items or services provided under this Agreement. Third Party Data vendors also retain ownership, title and all rights and interest, including, without limitation, Intellectual Property Rights in and to their own respective software, data, and documentation. b. When Client uploads or provides Client Data through the use of the Data & Insights SaaS Services, Client grants to Tyler a non exclusive, worldwide, royalty free, sub licensable, and transferable license during the subscription period to use, reproduce, publicly display, distribute, modify, create derivative works of, index, and translate the Client Data as needed in response to, and as directed by, a User’s use of the Data & Insights SaaS Services and as needed for the compliance of this Data & Insights Agreement and for the purpose of providing analytics to a User.
c. Tyler may access and develop derivative data assets and insights based on combined, aggregated, anonymized views of Client Data, that Client has not made publicly available, for the purposes of providing new features and functionality, and performing aggregated statistical analysis by providing benchmarks and models. d. Client retains all ownership and intellectual property rights to the Client Data. Client expressly recognizes that except to the extent necessary to carry out our obligations contained in this Data & Insights Agreement, Tyler does not create or endorse any data used in connection with the Data & Insights SaaS Services.
e. f Client provides feedback, information, and/or or suggestions about the Data & Insights SaaS Services, or any other services provided hereunder, then Tyler (and those it allows to use its technology) may use such feedback, information, and/or suggestions under a royalty free, paid up, and irrevocable license without obligation to Client.

4. Restrictions.
a. You may not: (a) except as explicitly provided for herein, make the Data & Insights SaaS Services or Documentation resulting from the Data & Insights SaaS Services available in any manner to any third party for use in the third party’s business operations; (b) modify, make derivative works of, disassemble, reverse compile, or reverse engineer any part of the Data & Insights SaaS Services; (c) access or use the Data & Insights SaaS Services in order to build or support, and/or assist a third party in building or supporting, products or services competitive to us; (d) license, sell, rent, lease, transfer, assign, distribute, display, host, outsource, disclose, permit timesharing or service bureau use, or otherwise commercially exploit or make the Data & Insights SaaS Services or Documentation available to any third party other than as expressly permitted by this Data & Insights Agreement; (e) use the Data Exhibit G
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11/10/22, 9:04 AM Data & Insights SaaS Services Terms of Service | Tyler Technologies https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service & Insights SaaS Services to store or transmit infringing, unsolicited marketing emails, libelous, or otherwise objectionable, unlawful or tortious material, or to store or transmit material in violation of third party rights; (f) interfere with or disrupt the integrity or performance of the Data & Insights SaaS Services (including without limitation, vulnerability scanning, penetration testing or other manual or automated simulations of adversarial actions, without Tyler’s prior written consent); or (g) attempt to gain unauthorized access to the Data & Insights SaaS Services or its related systems or networks. b. Client acknowledges and understands that the Data & Insights SaaS Services are not designed to serve as the system of record and shall not be used in a manner where the interruption of the Data & Insights SaaS Services could cause personal injury (including death) or property damage. The Data & Insights SaaS Services are not designed to process or store data protected under the Family Education Rights and Privacy Act (“FERPA”), data from Criminal Justice Information Services (“CJIS”), or other sensitive data, and by using the Data & Insights SaaS Services, Client acknowledges and agrees that Client is using the Data & Insights SaaS Services at Client’s own risk and that Client is solely responsible for use of data with the Data & Insights SaaS Services in any manner that is contrary to the uses for which the Data & Insights SaaS Services are designed and offered for use in this Agreement. If Client intends to use the Data & Insights SaaS Services to store or transmit Protected Health Information (PHI), then the Parties will scope the additional usage and it will require a written contract amendment and will include a mutually agreeable Business Associate Agreement.
c. Although we have no obligation to screen, edit or monitor the Client Data or Public User content posted on Data & Insights SaaS Services, if, in our reasonable judgment, we discover your use of the Data & Insights SaaS Services threatens the security, integrity, stability, or availability of the Data & Insights SaaS Services, or is otherwise in violation of this Data & Insights Agreement, we may temporarily suspend the Data & Insights SaaS Services, or User access thereto. Unless Client has conducted penetration testing or unscheduled performance testing, Tyler will use commercially reasonable efforts to provide Client with notice and an opportunity to remedy such violation or threat prior to such suspension. Any penetration testing or unscheduled performance testing conducted by Client will result in immediate suspension of the Data & Insights SaaS Services.

5. Access and Usage by Internal Client Users and Contractors. You may allow your internal users and third party contractors to access the Data & Insights SaaS Services and any technical or policy controls, in compliance with the terms of this Data & Insights Agreement, which access must be for your sole benefit. You are responsible for the compliance with this Data & Insights Agreement by your internal users and contractors.

6. Your Responsibilities. Client (a) must keep its passwords secure and confidential; (b) is solely responsible for all activity occurring under its account; (c) must use commercially reasonable efforts to prevent unauthorized access to its account and notify Tyler promptly of any such unauthorized access; (d) may use the Data & Insights SaaS Services only in accordance with the Documentation; and (e) shall comply with all federal, state and local laws, regulations and policies of Client, as to its use of the Data & Insights SaaS Services, Client Data, and instructions to Tyler regarding the same.

7. Client Data Backup. The data on the Data & Insights Platform is a copy of Client Data. Any laws and regulations governing Client for retention of Client Data remains Client’s responsibility.

CLIENT IS SOLELY RESPONSIBLE FOR BACKING UP CLIENT DATA unless otherwise specially agreed in writing between Tyler and Client in the Tyler hosting Agreement.

8. Return of Client Data. Upon request, Tyler will make the Data & Insights SaaS Services available to Client to export Client Data for a period of sixty (60) days following the termination of this Data & Insights Agreement. After such sixty (60) day period has expired, we have no obligation to maintain Client Data and may destroy the Client Data.

9. Data Security Measures. In order to protect your Confidential Information, we will: (a) implement and maintain all reasonable security measures appropriate to the nature of the Confidential nformation including without limitation, technical, physical, administrative and organizational controls, and will maintain the confidentiality, security and integrity of such Confidential Information; (b) implement and maintain industry standard systems and procedures for detecting, mitigating, and responding to attacks, intrusions, or other systems failures and regularly test or otherwise monitor the effectiveness of the safeguards' key controls, systems, and procedures; (c) Exhibit G
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11/10/22, 9:04 AM Data & Insights SaaS Services Terms of Service | Tyler Technologies https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service designate an employee or employees to coordinate implementation and maintenance of its Security Measures (as defined below); and (d) identify reasonably foreseeable internal and external risks to the security, availability, confidentiality, and integrity of Confidential Information that could result in the unauthorized disclosure, misuse, alteration, destruction or other compromise of such information, and assess the sufficiency of any safeguards in place to control these risks (collectively, Security Measures). Client acknowledges and agrees that Tyler’s obligations with respect to Security Measures is subject to Client Restrictions herein.

10. Notice of Data Breach. If Tyler knows that Confidential Information has been accessed, disclosed, or acquired without proper authorization and contrary to the terms of this Data & Insights Agreement, we will alert Client of any such data breach in accordance with applicable law, and take such actions as may be necessary to preserve forensic evidence and return the Data & Insights SaaS Services to standard operability. If so required, Tyler will provide notice in accordance with applicable federal or State data breach notification laws.

11. Confidentiality. In the absence of a corresponding provision in the Base Agreement, the following provision shall apply:

Each party agrees that it will not disclose any Confidential Information of the other party and further agrees to take all reasonable and appropriate action to prevent such disclosure by its employees or agents. The confidentiality covenants contained herein will survive the termination or cancellation of this Data & Insights Agreement. This obligation of confidentiality will not apply to information that:
a. is in the public domain, either at the time of disclosure or afterwards, except by breach of this Data & Insights Agreement by a party or its employees or agents; b. a party can establish by reasonable proof was in that party's possession at the time of initial disclosure;
c. a party receives from a third party who has a right to disclose it to the receiving party; or d. is the subject of a legitimate disclosure request under the open records laws or similar applicable public disclosure laws governing this Data & Insights Agreement; provided, however, that in the event you receive an open records or other similar applicable request, you will give us prompt notice and otherwise perform the functions required by applicable law.

Section C — Warranty

1. SaaS Services Warranty. Tyler warrants to Client that the functionality or features of the Data & Insights SaaS Services will substantially perform as communicated to Client in writing, or their functional equivalent, but Tyler has the right to update functionality. The support policies may change but will not materially degrade during the term. Tyler may deprecate features upon at least 30 days’ notice to Client, but Tyler will use commercially reasonable efforts to support the previous features for at least 6 months following the deprecation notice. The deprecation notice will be posted at https://support.socrata.com.

Section D — Third-Party Services

1. Third Party Services. Client may be provided with access and usage of Third Party Services through use of the Data & nsights SaaS Services. Client may use the Third Party Services at Client’s election, but Client must agree to such Third Party Service contracts if Client chooses to use those Third Party Services. Third Party Services will be solely governed by such Third Party Service contracts and use may include separate fees and charges.Client will have access to the following Third party Services for use within the software, however, the availability of any of these services is subject to change:

Getty Images: Within the platform’s perspective story tool, customers have access to a library of images available for use in their story pages, terms and conditions located at http://www.gettyimages.com/connectterms.

Mapbox: Within the platform’s visualization suite, the current mapping visualizations are powered by Mapbox, terms and conditions located at https://www.mapbox.com/legal/tos.

Mapquest: Geocoding provider that matches user provided addresses with geographic coordinates for display on map visualizations terms and conditions located at http://hello.mapquest.com/terms of use/.

Exhibit G
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2. Disclaimer. You acknowledge that we are not the provider of any Third Party Services. We do not warrant or guarantee the performance of the Third Party Services.

Section E — Term

1. Term. Unless the Data & Insights SaaS Services are acquired through a Base Agreement with a defined term for SaaS Services (in which case that term shall apply), the initial term of the Data & Insights Agreement is forth in the Order Form. Unless expressly indicated otherwise in the Order Form, this Data & Insights Agreement and the subscription to the Data & Insights SaaS Services will renew automatically for additional one (1) year renewal terms unless terminated in writing by either party at least sixty (60) days prior to the end of the then current renewal term. Your right to access or use the Data & Insights SaaS Services or Third Party Data will terminate at the end of this Data & Insights Agreement.

Section F — Limitation of Liability

1. DISCLAIMER. EXCEPT FOR THE EXPRESS WARRANTIES PROVIDED IN THIS DATA &

INSIGHTS AGREEMENT AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW,

WE HEREBY DISCLAIM ALL OTHER WARRANTIES AND CONDITIONS, WHETHER EXPRESS,

IMPLIED, OR STATUTORY, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES,

DUTIES, OR CONDITONS OF MERCHANTABILITY, TITLE OR FITNESS FOR A PARTICULAR PURPOSE. WHILE TYLER TAKES REASONABLE PHYSICAL, TECHNICAL AND ADMINISTRATIVE

MEASURES TO SECURE THE DATA & INSIGHTS SAAS SERVICES, TYLER DOES NOT GUARANTEE THAT THE DATA & INSIGHTS SAAS SERVICES CANNOT BE COMPROMISED. YOU

UNDERSTAND THAT THE DATA & INSIGHTS SAAS SERVICES MAY NOT BE ERROR FREE, AND USE MAY BE INTERRUPTED.

2. LIMITATION OF LIABILITY. Unless the Data & Insights SaaS Services are acquired through a Base Agreement with a Limitation of Liability clause (in which case that term shall apply), OUR

LIABILITY FOR DAMAGES ARISING OUT OF THIS DATA & INSIGHTS AGREEMENT, WHETHER

BASED ON A THEORY OF CONTRACT OR TORT, INCLUDING NEGLIGENCE AND STRICT

LIABILITY, SHALL BE LIMITED TO YOUR ACTUAL DIRECT DAMAGES, NOT TO EXCEED THE THEN CURRENT ANNUAL DATA & INSIGHTS SAAS FEES PAYABLE BY YOU. THE PARTIES

ACKNOWLEDGE AND AGREE THAT THE PRICES SET FORTH IN THIS DATA & INSIGHTS

AGREEMENT ARE SET IN RELIANCE UPON THIS LIMITATION OF LIABILITY AND TO THE

MAXIMUM EXTENT ALLOWED UNDER APPLICABLE LAW, THE EXCLUSION OF CERTAIN

DAMAGES, AND EACH SHALL APPLY REGARDLESS OF THE FAILURE OF AN ESSENTIAL PURPOSE OF ANY REMEDY. THE FOREGOING LIMITATION OF LIABILITY SHALL NOT APPLY TO THE INDEMNIFICATION OBLIGATIONS UNDER THE AGREEMENT.

3. EXCLUSION OF CERTAIN DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE

LAW, IN NO EVENT SHALL WE BE LIABLE FOR ANY SPECIAL, INCIDENTAL, PUNITIVE,

INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Section G — Additional Terms and Conditions for Data & Insights SaaS Services With Open Data Functionality

1. Tyler may make certain other Tyler Applications available to Client. The use of Open Assessment, Data & Insights Citizen Connect, Data & Insights Capital Project Explorer, Data & Insights Citizen Connect, Data & Insights Open Data, Data & Insights Open Finance, Open Finance, and/ or X Connect Applications, either alone or in connection with the Data & Insights SaaS Services, is governed by this Data & Insights Agreement and the Agreement. Client must also comply with the following terms and conditions when using the above named Applications.

2. The Data & Insights SaaS Services may provide you with functionality to make all or part of Client Data available to the general public through one or more public facing websites. f the functionality is provided, then Client determines which Client Data is shared publicly, and Client is solely responsible for determining the online terms of use and licenses relative to the use by public users (“Public User”) of Client Data, and the enforcement thereof. Client is responsible to ensure all Users comply with the terms and conditions of this Amendment. Once an internal user Exhibit G
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11/10/22, 9:04 AM Data & Insights SaaS Services Terms of Service | Tyler Technologies https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service makes Client Data publicly available using the Data & Insights SaaS Services, Tyler has no control over a Public User’s use, distribution, or misuse of Client Data. Tyler has no liability or obligation to indemnify for such usage. If the Data & Insights SaaS Services provide you with this functionality, then Users have the ability within the Data & Insights SaaS Services to remove the public permissions applied to Client Data.

3. Tyler reserves the right to develop derivative data assets based on Client Data that exists in the public domain. Tyler may use, index, disclose, commercialize, and transfer the derivative data assets for any lawful purpose, including but not limited to: aggregating and summarizing data; normalizing, standardizing and concatenating data to create new regional or national data assets; and developing key performance indicators and benchmarks.

4. APIs. The Data & Insights SaaS Services may provide access to the applicable application programming interface (“API”) as part of the Data & Insights SaaS Services under the terms of this Data & Insights Agreement. Subject to the other terms of this Data & Insights Agreement and if the Data & Insights SaaS Services provides access to the APIs, Tyler grants Client a non exclusive, nontransferable, terminable license to interact only with the SaaS Services as allowed by the current APIs.
a. Client may not use the APIs in a manner as reasonably determined by Tyler that exceeds the purposes defined in the Amendment Investment Summary, constitutes excessive or abusive usage, or fails to comply with any part of the APIs. If any of these occur, Tyler can suspend or terminate Client’s access to the APIs on a temporary or permanent basis. b. Tyler may change or remove existing endpoints or fields in API results upon at least 30 days’ notice to Client, but Tyler will use commercially reasonable efforts to support the previous version of the APIs for at least 6 months from deprecation notice. Tyler may add new endpoints or fields in API results without prior notice to Client. c. The APIs may be used to connect the SaaS Services to certain hosted or on premise software applications not provided by Tyler (“Non Tyler Applications”). Client is solely responsible for development, license, access to and support of Non Tyler Applications, and Client’s obligations under this Data & Insights Agreement are not contingent on access to or availability of any Non Tyler Application.
d. Any open source code provided is provided as a convenience to you. Such open source code is provided AS IS and is governed by the applicable open source license that applies to such code; provided, however, that any such open source licenses will not materially interfere or prohibit Client’s limited right to use the SaaS Services for its internal business purposes.

Section H — Additional Terms and Conditions for Third-Party Data Vendor Solutions/Applications

1. Tyler may make certain Third Party Data Vendor Applications available to Client. The use of Tyler Recovery Insights, Economic Intelligence, Small Business Revenue Metrics, Mobility Metrics, Consumer Spending Metrics, and/or Small Business Revenue Metrics either alone or in connection with the Data & Insights SaaS Services is governed by this Data & Insights Agreement and the Agreement. Client must also comply with the following terms and conditions when using the above mentioned Applications.

2. License Grant for Third Party Data. Any use of Third Party Data shall be limited to the Third Party Data Purpose. Third Party Data vendors also retain ownership, title and all rights and interest, including, without limitation, Intellectual Property Rights in and to their own respective software, data, and documentation.

3. Restrictions for Third Party Data.
a. Client shall not at any time, directly or indirectly: (i) copy, modify, or create derivative works of the Third Party Data, in whole or in part; (ii) rent, lease, lend, sell, sublicense, assign, distribute, publish, transfer, or otherwise make available the Third Party Data; (iii) re identify, reverse engineer, disassemble, decompile, decode, adapt, or otherwise attempt to derive or gain access to the source code of the Third Party Data, in whole or in part; (iv) remove any proprietary notices from the Third Party Data; (v) use the Third Party Data in any manner or for any purpose that infringes, misappropriates, or otherwise violates any Exhibit G
DocuSign Envelope ID: 43524049-ED22-46C7-A135-2F06C3ACE9DF Item #4. Page 198
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11/10/22, 9:04 AM Data & Insights Saas Services Terms of Service I Tyler Technologies intellectual property right or other right of any person, or that violates any applicable Law; or (vi) make Third Party Data available to for use or access to anyone other than Client. b. Client shall not publicly publish the dashboards that contain the Third Party Data, but Client may publicly publish visualizations from the aggregate summary data. c. Client shall not remove any copyright or other proprietary notice or legend contained or included in Third Party Data.
d. Client expressly permits Tyler to share with the Third Party Data providers Client's name, subscription term dates, applicable costs and fees for the Third Party Data SKU(s) that Client subscribes to.
e. Upon termination of the Agreement, or of a subscription that contains Third Party Data, Client shall remove and destroy all copies of Third Party Data. f. If any Third Party Data is the subject of a legitimate disclosure request under the open records laws or similar applicable public disclosure laws governing the Agreement; Client will give Tyler prompt notice and otherwise perform the functions required by applicable law. g. Client shall not use the Third Party Data to attempt to identify behavior of a known individual for any reason.
h. Client acknowledges and agrees that if the Third Party Data includes SafeGraph data, up to .05% of the data will be salted data or seeds used to fingerprint the data provided to Client.

4. J.!.Qdates. Tyler may in its sole discretion provide Updates to the Third Party Data or replace with functionally equivalent.

5. Third PartY, Data WarrantY.. TYLER DOES NOT WARRANT THE CORRECTNESS, COMPLETENESS,

OR CURRENTNESS OF THE THIRD PARTY DATA OR THAT THE FUNCTIONS PERFORMED BY

THE THIRD PARTY DATA WILL MEET CLIENT'S REQUIREMENTS, THAT THE THIRD PARTY

DATA WILL BE ERROR FREE, OR THAT ALL THIRD PARTY DATA DEFECTS ARE CORRECTABLE. THE FOREGOING WARRANTIES ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES, THE THIRD PARTY DATA IS PROVIDED "AS IS". https://www.tylertech.com/terms/data-insights-saas-services-terms-of-service Exhibit G
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ERP & LMS Software Agreement
w/Tyler Technologies
Administrative Services
City Council
December 13, 2022
Jeff Kugel, Community Development Director &
Kyle Johnson, Assistant Director – Finance
CityOfGlendora.org
Item #4. Page 200
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2 Summary
• Current ERP & LMS
• Selection Process
• Contract Negotiations
• Next Steps
• Staff Recommendation
Item #4. Page 201
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Current ERP & LMS
3 • End of Functional Support
• LMS - June 2023
• ERP - December 2023
• Inefficient and inconsistent with customer service concerns resulting from multiple developer transitions.

Item #4. Page 202
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Current ERP & LMS
4 • 2020-2023 Strategic Planning Items
• 32-EMO Payroll Modernization
• 59-EMO ERP System Implementation
• 60-EMO Land Management/Permitting System Implementation • FY 2019-20 & FY 2020-21 and FY 2021-22 & 2022-23 2-Year Adopted Budgets include funding to replace current systems.

Item #4. Page 203
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Selection Process
5 April/July 2021
Dec 2021/
May 2022
Feb/June
2022
March/Sept
2022
Oct/Nov
2022
Award
ClientFirst
Contracts
RFPs
Released

LMS/ERP
RFPs
Closed

LMS/ERP
Demos Contract
Negotiation
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Selection Process
6 • Several departments reviewed the LMS proposals:
• Participated in the demonstration of the systems and scored each vendor. • Ultimately Tyler Technologies was selected as the system that would best meet the City’s LMS needs.

Tyler Energov provides a modern web-based interface for the public to apply for permits, schedule inspections, track the status of development applications, provides case management for Code Enforcement, and integration with City GIS records.

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Selection Process
7 • All City departments participated in the demonstration of the ERP system reviewing all Tyler had to offer related Glendora’s current operations. • Finance/Human Resources
• Asset Management
• Reporting/Transparency
• Recreation
• Police CAD & Records
• Agenda & Content Management
Tyler Technologies ERP is an integrated system that will manage all the City’s core functions, break down departmental data silos, and streamline processes.

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Benefits of Tyler
8 • Only one provider which reduces the need for integration between multiple solutions and departments,
• Cloud based eliminating the need for onsite hardware and storage • Reduces maintenance and repair costs
• Tyler software is updated on a regular basis
• Reduces down time required for major scheduled upgrades • Eliminates the risk of losing interfaces and integrations programmed for specific functionalities.

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Contract Negotiations
9 • The 3-Year contract cost: $2,519,649
• This includes:
• 30% discount in the amount of $150,666
• Applied to the ongoing maintenance costs
• Staggered Payments by Implementations Phase
• Payments occur on a quarterly basis for annual fees
• 3 additional 1-year terms
• not to increase more than 3% for each extension term
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Contract Negotiations
10 • The 3-Year contract cost: $2,519,649
• Current Available Project budget is $2,245,720
• Capital Projects Fund 321: $1,245,800
• Water Projects Fund 530: $999,920
• Enough to cover implementation costs, no additional appropriation needed. • Future years will be included during the budget process in the IT Fund 548.

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Next Steps
11 • Meet with Tyler Technologies in January to finalize the project timelines • Implementation phase of the project may to take up to 3 years across the 2 systems • Typical when changing some of the most important software systems used by the City.

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12 RECOMMENDATIONS

1. Award a three-year contract in the amount not to exceed $2,519,649 to Tyler Technologies; and

2. Approve a 20% contingency for the implementation services in the amount of $235,012; and

3. Authorize the City Manager or his designee to execute the contract and other related documents including minimal and/or non-substantive changes.

That the City Council:

Item #4. Page 211
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STAFF REPORT
TO: MAYOR AND COUNCIL MEMBERS DATE: DECEMBER, 13, 2022
FROM: COMMUNITY SERVICES DISTRICT(S): CITYWIDE
SUBJECT: AWARD A DESIGN-BUILD SERVICES AGREEMENT TO OHNO CONSTRUCTION

COMPANY FOR THE DESIGN AND CONSTRUCTION OF THE LOUIE POMPEI

MEMORIAL SPORTS PARK ARTIFICIAL TURF CONVERSION PROJECT OVER A ONE YEAR PERIOD IN THE TOTAL AMOUNT OF $5,100,000 (STRATEGIC PLAN ITEM 48 - IMCIF)

RECOMMENDATION
That the City Council:

1. Award a Design-Build Services Agreement with Ohno Construction Company in the amount of $5,100,000 for the design and construction of artificial turf on fields # 1, 2, 4, and 5 at Louie Pompei Memorial Sports Park;

2. Authorize the City Manager or his designee to execute the agreement including minimal and/or non-substantive changes;

3. Authorize an additional appropriation from Fund 530 Water Fund Reserves to the project budget in the amount of $100,000; and

4. Adopt a CEQA Notice of Exemption.

EXECUTIVE SUMMARY
Ohno Construction Company has been constructing synthetic turf fields since 1989, which provides them with lengthy knowledge and expertise with this project. Ohno Construction Company in collaboration with D.A. Hogan and Associates who will oversee field design, have worked together since 2006 to deliver multi-field, synthetic turf design build projects across Southern California. D.A. Hogan has completed design and construction administration of over 500 athletic facilities ranging from elementary schools to professional stadiums. Ohno Construction Company will also be pairing with KPFF for civil and structural engineering, along with FieldTurf for artificial turf, offering over 200 years of collective experience in sports field design, construction, and installation. FieldTurf offers top-performing turf and infill systems to compliment a wide range of sports, which will provide the durability needed for the City to maximize investment value in the project.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
The State of California is in a severe drought and the water levels in the State’s reservoirs are at historic lows. The main source of water used to replenish the Main San Gabriel Water Basin, which accounts for 90 percent of Glendora’s water supply, has been drastically reduced. With low precipitation rates in late 2019 through late 2020, as well as the driest levels on record from January 2021 through March 2022, the State issued Executive Order N-7-22. This order encouraged local water suppliers to implement more aggressive water conservation measures.

On May 24, 2022, Public Works Water Division brought a staff report to City Council to implement a Stage 3 Water Shortage Contingency Plan for the City. The contingency plan is intended to reduce water consumption by 20 percent and limit outdoor irrigation to three-days-a-week. With the 20% reduction of water consumption, staff looked at park sites within the city to identify any possible areas where turf Item #5. Page 1
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Staff Report Page 2 of 3
conversions could take place. Louie Pompei Memorial Sports Park was identified as a major water use area, and an area where the city could benefit from artificial turf conversion.

DISCUSSION
With the drought conditions arising in southern California, the City of Glendora looked to lower water usage throughout parks and facilities by removing areas of turf. Louie Pompei Memorial Sports Park was chosen for turf replacement as it contains a large square footage of grass which is heavily utilized for sports and recreation events. The park is located at 1100 S. Valley Center and is named in remembrance of fallen Glendora Police Department Officer, Louie Pompei. The park was opened in 2007 and contains a total of five multi-use fields for softball, football, soccer, flag football and baseball. The soccer field (field #3) was converted to artificial turf in 2016. The remaining square footage on fields 1, 2, 4, and 5, is approximately 263,000sq.ft. The fields will require natural turf and landscape removal, and replacement of artificial turf installation.

The industry standard for keeping turf alive is a minimum of 1 inch of water per week, which takes a little over a half gallon of water per square foot (0.623 gallons). The total square footage for fields at Louie Pompei Memorial Sports Park is 262,687 sq. ft. (262,687 sq. ft. x 0.623 gallons per sq. ft. x 200 days per year = approx. 32,730,800 gallons per year). Taking that amount and adding in the cost per unit of water at the City’s rate equates to approx. $140,900 per year to water the turf at the park. Along with cost and water usage, the high use seen at the park with sports like football, soccer, and softball, create a need for regular maintenance. During maintenance periods, the fields are closed to the public, forcing staff to shift user groups to other areas in the city. The city is park poor when it comes to sports fields, and another advantage to the artificial turf conversion would be less maintenance and added durability.

The City of Glendora released a Request for Proposals for design-build services for artificial turf conversion on September 1, 2022. The plan holder report consisted of 17 downloads by various companies and individuals. The City held a mandatory job walk for the project on September 22, 2022, to discuss the various elements and needs of the project. There were seven vendors in attendance at this meeting, along with staff from Community Services, Finance, and Public Works. On October 13 when the bid process ended, the City had received two bid submittals for the design-build project. Both Ohno Construction Company, and Asphalt, Fabric and Engineering, Inc. were contacted to interview with the City on Tuesday, October 25, 2022. Staff reviewed and scored both companies based on qualification, experience, understanding of scope and project details, ability to meet project deadlines, maintenance, and project cost. With those criteria in mind, staff decided to move forward in discussions with Ohno Construction Company with the design-build project.

The bid packet submitted by Ohno Construction Company contained a detailed outline of the project scope, deliverables, project schedule, product spec sheets, and management of overall project cost. The companies understand and agree to fulfill the City’s needs and requirements with this design-build project.

They plan to provide synthetic turf fields which will extend operating hours which do not require rest and restoration periods that a natural turf facility needs. They also plan to work with staff to communicate with the community and stakeholders to address any concerns the public may have on the project development.

Another goal with the project is to reduce the ecological footprint of the facility in the form of reduced water usage, fuel, fertilizers, and pesticides by utilizing artificial turf rather than natural turf. Throughout construction, the company plans to develop and implement a SWPPP along with monitoring required by the City. The project will also lower the ongoing operating costs of the fields by converting to artificial turf by reducing staff labor for mowing and edging, water use, fertilizers, pest control, application of field lines and other regular maintenance costs. The company also agrees to manage the project effectively and safely by following all rules and regulations for public works contracting and Cal/OSHA safety. They plan to do this by including the management and supervision of the project during construction and design, as well as coordinating with City representatives.

With all of this in mind, Ohno Construction and their team will work to complete the project effectively, Item #5. Page 2
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Staff Report Page 3 of 3
while remaining within budget. The team anticipates approximately six months of design for the project, overlapping a construction period of approximately six and a half months. The total anticipated project time from start to finish is approximately ten and a half months from the notice to proceed date in the amount of $5,100,000.

FISCAL IMPACT
On September 27, 2022, staff presented City Council with a quarterly update on the Capital Improvement Program projects. One of the projects listed in the proposal phase for packaged water and street projects was the Louie Pompei Memorial Sports Park Turf Replacement project, project code ST25. At that time the project cost was TBD. Since then, staff had initially estimated $5,000,000 for the project. The formal bidding process was completed, and project cost was significantly higher than initially anticipated. The total project cost is $5,100,000 for the removal of natural turf and landscape at Louie Pompei Memorial Sports Park, and the installation of artificial sports turf. Currently there is $5,000,000 budgeted in Fund 530 under City Facility Conservation Improvement. $100,000 of additional funding is being requested out of Fund 530 Water Fund Reserves to cover the remaining project costs. The contract for the design build project will be awarded as a not to exceed $5,100,000. There are sufficient funds within Fund 530 to cover the cost of this appropriation.

ENVIRONMENTAL DETERMINATION
The City of Glendora, as lead agency, is responsible for preparing environmental documentation in accordance with CEQA. A draft Notice of Exemption (NOE) has been prepared (Attachment A) for this project pursuant to the State CEQA Guidelines.

Prepared By Danielle Smith, Management Analyst
Concurs With Not Applicable
Reviewed By John Aguirre, Community Services Director
Certified to Availability of Funds Marie Ricci, Administrative Services Director/City Treasurer Approved By Adam Raymond, City Manager
Legal Review William W. Wynder, City Attorney
CEQA Review Not Applicable
ATTACHMENTS:

A. Notice of Exemption
B. Power Point Presentation
C. Contract
D. Bid Proposal
E. RFP
Item #5. Page 3
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rvp7/3/97

CITY OF GLENDORA
116 East Foothill Boulevard, Glendora, California 91741 California Environmental Quality Act

NOTICE OF EXEMPTION
Project Title: Louie Pompei Memorial Sports Park Artificial Turf Installation Project Location: The proposed project is located at Louie Pompei Memorial Sports Park, which has an address of 1100 S Valley Center.

Project Sponsor: City of Glendora
Mailing Address: 116 E. Foothill Blvd., Glendora CA 91741 General Plan Land Use Designation: Open Space
Zoning Designation: E-7 800,000
Project Description: The Louie Pompei Memorial Sports Park Artificial Turf Installation Project includes the following improvements:
 Removal of existing organic materials and associated top soils from the four sports field sites within the park, and installation of new permeable aggregate base materials and synthetic sports turf surfacing system. Minor grading may be considered to reduce crown on football field, otherwise field grades will meet and match existing perimeter edges. o Subgrade inspected by Geotechnical Engineer
 Existing irrigation system will be modified to provide manual washdown system (quick coupler valve system) at each field.
 Artificial surfaces will have full sub surface drainage system which will be integrated into existing site stormwater drainage systems to eliminate current surface drainage issues.

Surrounding Land Uses and Setting: The property and immediate areas around the facility’s location consist of residential single-family homes, commercial/shopping centers, and some open space along the 210 Foothill Freeway corridor. There is also LA County Flood Control District spreading grounds located just east of the property.

The Community Development Director recommends the following exempt status / findings:

Ministerial (Sec. 15073)
Declared Emergency (Sec. 15071(a))
Emergency Project (Sec. 15071(b) and (c))
Categorical Exemption
Type: New Construction or Conversion of Small Structures Sections: 15301 [Existing Facilities] and 15302 [Replacement or Reconstruction] Item #5. Page 4
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rvp7/3/97
Statutory Exemption. Code Number:

Reasons why project is exempt: The proposed project is exempt from environmental review pursuant to 15301 [Existing Facilities] and 15302 [Replacement or Reconstruction].

Section 15301 states: “Class 1 consists of the operation , repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of the existing or former use”.

Section 15302 states: “Class 2 consists of replacement or reconstruction of existing structures and facilities where the new structures will be located on the same site as the structures replaces and will have substantially the same purpose and capacity as the structure replaced…”.

The project removes and replaces existing park natural turf with artificial synthetic sports turf (structure and surface treatment) and can be considered exempt from CEQA as it is a repair, maintenance, permitting, and minor alteration of existing public structures that involves negligible or no expansion of existing or former use. Also, replacement of existing natural turf with artificial turf (structure and surface treatment) are at the same site as the existing natural turf area it replaces and will have the same purpose and capacity as the replacement.

Finally, there is no substantial evidence that proposed project involves unusual circumstances, including future activities, resulting in or which might reasonably result in significant impacts which threaten the environment.

As a result, the project is exempt from CEQA.

Date:

Jeff Kugel, Director, Community Development Department
The above recommended exempt status and findings were adopted by the following body:

The Glendora City Council on
Date:

John Aguirre, Director, Community Services Department
Item #5. Page 5
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Louie Pompei Memorial
Sports Park Artificial Turf
Conversion Project
Community Services
City Council
December 13, 2022
Danielle Smith, Management Analyst
CityOfGlendora.org
Item #5. Page 6
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2 EXECUTIVE SUMMARY
The State and Region has taken several actions within the past year to address Drought and Encourage Conservation
– July 8, 2021: Voluntary Reduction of 15%
– October 19, 2021: Drought Emergency extended Statewide (N-10-21) – November 9, 2021: Metropolitan Declared Drought Emergency – March 18, 2022: State Water Project (SWP) allocation reduced to 5% – March 28, 2022: Calling for local agencies to conserve (N-7-22) – April 26, 2022: Metropolitan Declared Water Shortage Emergency Item #5. Page 7
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3 EXECUTIVE SUMMARY
• May 24, 2022 – City Council implemented a Stage 3 Water Contingency Plan
• Reduce water consumption by 20%
• Limit outdoor irrigation to 3 days a week
• Staff looked to reduce watering and large turf areas within City parks
• Louie Pompei Memorial Sports Park identified as artificial turf conversion site
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4 EXECUTIVE SUMMARY
• Approx. 1in. of water per week, or 0.623 gallons per sq. ft. to keep natural turf alive
• Louie Pompei Memorial Sports Park approximate water savings • 262,687 sq. ft. of natural turf playing field area
262,687 sq. ft. of turf x 0.623 gallons of water x 200 days per year = 32,730,800 gallons per year of water
• Approx. $140,900/year to water at park
Item #5. Page 9
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5 DISCUSSION
• Louie Pompei Memorial Sports Park
• 1100 S. Valley Center
• Opened in 2007
• Multisport complex
• 5 fields
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6 DISCUSSION
• Request for Proposals for design
-build services
• Released September 1, 2022
• City requesting design
build services for the
removal of natural turf
on fields 1, 2, 4, and 5
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7 DISCUSSION
• Mandatory job walk on September 22, 2022
• Bid submittals due on October 13, 2022
• 2 bid proposals submitted
• Interviews held with City staff and both companies on October 25, 2022
Item #5. Page 12
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8 DISCUSSION
• Staff reviewed and rated both bid proposals
• Ohno Construction Company selected for contract award • Field Turf ® - turf products
• D.A. Hogan – field design
• KPFF – civil and structural engineering, surveying
• Geotechnologies, Inc. - geotechnical engineering services Item #5. Page 13
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9 DISCUSSION
• Ohno Construction Company and D.A. Hogan worked together since 2006
• D.A. Hogan completed over 500 design build projects for athletic facilities
• Field Turf ® offers over 200 years of collective experience in sports field design, construction, and installation
Item #5. Page 14
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10 DISCUSSION Item #5. Page 15
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11 FISCAL IMPACT
• Design build project cost not to exceed $5,100,000
• Fund 530 Water Fund Reserves to cover project costs
• Sufficient funds in Fund 530 to cover cost of design and build project budget
Item #5. Page 16
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12 ENVIRONMENTAL DETERMINATION
• City of Glendora – lead agency responsible for preparing environmental documentation in accordance with CEQA
• Notice of Exemption prepared and attached for approval • Considered exempt as it is a repair, maintenance, permitting, and minor alteration of existing public structures
• Replacement of existing turf with artificial turf will have the same purpose and capacity
Item #5. Page 17
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13 RECOMMENDATIONS

1. Approve a Design-Build Services Agreement with Ohno Construction Company in the amount not to exceed $5,100,000 for the design and construction of artificial turf on fields # 1, 2, 4, and 5 at Louie Pompei Memorial Sports Park;

2. Authorize the City Manager or his designee to execute the agreement with Ohno Construction Company, including minimal and/or nonsubstantive changes;

3. Authorize the Administrative Services Director to appropriate an additional $100,000 using Fund 530 Water Fund Reserves towards project budget; and

4. Adopt a CEQA Notice of Exemption
That the City Council:

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City of Glendora Page 1 of 12
QuestCDN# 8283328 – RFP for Design/Build Services for Artificial Turf Installation at Louie Pompei Memorial Sports Park CITY OF GLENDORA (626) 914-8200
116 E. Foothill Boulevard, Glendora, California 91741
www.cityofglendora.org